Browse Manage your team
Manage your teamHow-to
Change a role or remove a person
Admins change roles and remove people from the Users page. Both take effect as soon as you choose them.
Last checked against BoardSites on October 17, 2026
On this page
StepsTick steps off as you go
Find the person
In the icon rail, choose Settings, then Users. Each person has a row showing their role, when they were invited and when they accepted.
Change the role
In the person's row, choose a new role from the Role list, then choose Update. A green message says Saved.
Remove a person
Choose Remove at the right of the row, then Remove user to confirm. Choose Cancel to keep them.
What you cannot do
You cannot change or remove your own row: its Role list and Update are greyed out and it has no Remove button. BoardSites also keeps at least one admin: it will not demote or remove the last one, and asks you to promote another user to admin first.
Editors and Confidential records
On an editor's row, the Role column also has a checkbox, Can open confidential records, with its own Save. Changing someone to Viewer clears it.