The four roles
Owners and Managers together are sometimes called “admins”.
Compare what each role can do
* If an admin has restricted this permission, only Owners and Managers can do it.
For more about guests, see Show guests only some boards.
Billing manager
Only Owners can change the payment method, check invoices, change the plan, and buy credits. If you want someone else to handle this, such as a person in accounting, make them a Billing manager. Billing manager is not a role. It’s an extra duty you add to a Manager or a Member. Only Owners can add or remove a billing manager. Open the member’s details, check Billing manager in the Access section, and save. A billing manager can then open the Billing screen from the Settings menu. You can’t make a Guest or an Owner a billing manager (Owners can already handle payments).Change a role
Who can do this: Owners and Managers (only Owners can make or remove owners)1
Open the member's details
Open Member in the left nav and click the name of the person whose role you want to change.
2
Choose a role
In the Access section on the left, choose the new role. If you choose Guest, also choose at
least one board under Boards they can open.
3
Save
Click Save changes. A “Change access?” dialog shows what will change. Check it, then click
Save changes.
- A change that leaves the team with no owner: You can’t change the role of the last owner, or suspend their access. Make someone else an owner first.
- Demoting yourself: If you changed yourself to Member or Guest, you’d lose access to the admin console, so ZARMS doesn’t allow it. Ask another admin to do it.
- Changing the role of someone who hasn’t joined yet: You can change an invited person’s role after they join. If you need to change it before then, revoke the invitation and invite them again.
Permissions admins can restrict
Owners and Managers can limit the following actions to admins only, on the Team settings tab of the admin console. They’re all off at first, which means everyone except Guests can do them.
The same screen also has settings for who can copy the ZARMS referral link, and for turning off AI features for the whole team.