How Do I Upgrade the Roles of My Team Members?

If you need to grant additional access to specific users, follow these steps to upgrade their roles.

In order to make changes to Roles, you must have and Admin Role with Subscription access.

Upgrading Users' Roles

To upgrade your users' roles, click on your profile picture or initials in the top right corner.

Then select Team from the menu and select Manage Roles in the top right corner of the Team page.

Or, you can select the Subscription option from the list and then choose Manage Subscription on the Subscription page.Dashboard JobNimbus 2024-04-30 at 2.28.04 PM

Assign an additional seat to the role that you wish to upgrade for your user by clicking the + button or manually typing in the number of seats.

Then, click Confirm to save your changes.

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Once you have added more seats to the desired role, the number of open seats will be updated on the Teams page. You can then assign your team member to the new available seat.

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To upgrade a user's role, click on the three dots to the right of their name in the Team settings, then select Edit.

Check the box next to the Role that best fits the responsibility of the user for your company. Then scroll down and select Save.

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Note: 

  • Any time you add a new role to your subscription that exceeds the amount you are currently paying, you will be responsible for the prorated amount at the time of purchase. 
  • Your next monthly or annual invoice will reflect the total charges of all included features moving forward.
  • Access profile permissions allow you to further configure the level of accessibility a team member has to the features included in their assigned role.