How to Change a Team Member's Role in Calilio?

To change a team member's role in Calilio, open Settings, then Members. Find the team member in the list, open the menu at the end of their row, and choose the role change option. Calilio has two roles, Admin and Member, so the menu offers whichever role the team member does not hold.

Step 1: Find the team member

• Click Settings, then Members under WORKSPACE.
• Type a name into the Search box above the list to narrow the results.
• The TYPE column shows the role each team member holds now.

Search the member list by name.

Step 2: Open the menu on their row

• The menu is at the right end of the team member's row.
• It lists the actions you can take on that team member.

Open the menu at the end of the team member's row.

Step 3: Choose the new role

• The menu offers Change to Member for an Admin, and Change to Admin for a Member.
• The same menu also holds Assign a Number and Remove Member.
• Click the role change option, and the TYPE column updates for that team member.

The row menu holds the role change, number assignment, and removal options.

What should you check before changing a role?

• TYPE shows the role the team member holds now, so you know which change to make.
• ASSIGNED shows the business numbers they work from, and those numbers stay with them through a role change.
• STATUS shows whether they have accepted their invitation yet.

Expected result

• The TYPE column shows the new role for that team member.
• Their access changes with the role, so an Admin can manage the workspace and a Member works inside it.

What can an Admin do that a Member cannot?

An Admin manages the workspace, which includes inviting and removing team members, assigning business numbers, and changing settings. A Member uses the business numbers assigned to them and works on their own conversations.

Does a role change interrupt their work?

No. The business numbers assigned to the team member do not move, and their conversations stay where they are. What changes is what they can administer, because an Admin can open the workspace settings and a Member cannot.

Can I change my own role?

No. Another Admin or the workspace owner changes your role for you, which helps prevent a workspace being left without anyone who can administer it.

Who can change a role?

An Admin or the workspace owner can change a role. A Member can see the member list but cannot act on another team member's row, so ask your workspace administrator to make the change.

• Change a team member to Admin when they need to invite team members or manage business numbers.
• Change an Admin back to Member when they no longer administer the workspace.
• The change applies to their existing account, so there is no invitation to resend.

Contact Calilio support

If the TYPE column does not show the new role after you change it, contact our support team with the team member's email address, the role you selected, and the role the TYPE column shows now.

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References

Updated on: 15/10/2026