How to change a user's role?

In Combo Cards, there are 4 types of roles that can be assigned to team members: Business Owner, Team Lead, Finance Manager, and Media Buyer.

To change a user's role, go to the "Manage Users" menu. There you will find a list of users and their roles. Click on the first icon in the "Actions" column next to the user whose role you want to change. In this section, you can edit the account settings, including the role.

Only users with the roles of Business Owner and Team Lead have the ability to change roles. Therefore, the Business Owner can change the following roles:

— In a parent company, users with the Finance Manager role can be assigned to a subsidiary company with roles such as Media Buyer, Team Lead, and Finance Manager. It's important to note that the current group will be reset, so be sure to link that user back to the group.
— In a subsidiary company, users with the roles of Team Lead, Media Buyer, and Finance Manager can be assigned to any roles except for Business Owner.

Users with the Team Lead role can only change the roles of users within their group. They can change the role of a Media Buyer to a Finance Manager, and vice versa. #HowTo