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
Go to the «Team» section.
Select the required team member and click the «Three-dot» icon in their row.
Click the «Edit Member» button.
4. Select the new role and click the «Save» button.
💡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. 😉