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How to manage user roles

Roles define which Calypso accounts and features a user can access. Use the Team section to review users, edit their roles, or remove access when it is no longer needed.

Who can manage team roles​

RoleAccess
Company AdminCan invite new users and edit or delete profiles for all roles except Company Admin and Company Auditor.
Account AdminCan invite new users and edit or delete profiles within the available account, except users with Company Admin, Company Auditor, or Account Admin roles.

If you try to delete or edit a role that is equal to or higher than your own access level, Calypso rejects the action. Such changes must be handled through support.

Open team management​

  1. Open the menu with your user account.
  2. Click Settings.
  3. Open the Team section.
  4. Select the user you want to update.

Edit user roles​

  1. Click Edit for the selected user.
  2. Select the roles you want to add.
  3. Clear the roles you want to remove.
  4. Make sure at least one role remains assigned to the user.
  5. Click Save.

Remove user access​

Depending on your permissions, you can:

  • remove the user from a specific account;
  • remove the user from all company accounts;
  • delete the user profile from the team list.

After you confirm the action, the user disappears from your team list or loses access to the selected account.

Examples​

ScenarioAction
A finance employee moved from payouts to invoice operations.Remove Payout User or Payout Manager, then assign Invoice User.
A developer no longer works on API integration.Remove Developer from the account.
A user should only review data.Replace operational roles with Account Auditor or Company Auditor.
An account manager should administer only one account.Assign Account Admin for that account instead of Company Admin.

For a full explanation of available roles, access scopes, and practical role setups, see:

role-model.md