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How to change a team member’s role?

Written by Sofia
Updated today

Changing a team member’s role is available to the account Owner and users with the Admin role.

To change a team member’s role

  1. Go to the Team section.

  2. Find the required team member and click the pencil icon next to their current role.

3. Select a new role.

💡Important to consider:

  • when assigning the Admin role, the user receives full access to account management and funds

  • when assigning the Employee role, access is limited to personal wallets and cards only

  • changes take effect instantly and apply to all further actions of the user

We recommend carefully reviewing the selected role to maintain control over funds and account security.


If you have any questions left, the Finup support team is always available via the chat window. 😉


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