Upgrade a Guest to a Team Member
When a guest needs full access to work in your projects, you can promote them to a Team Member from the Site Admin area in just a couple of clicks.
Guests join your site with limited, view oriented access so they can follow along without taking up a paid seat. When you are ready to give someone the ability to own tasks and contribute fully, you upgrade their access level to Team Member. The change happens in the Access Level and Subscriptions list, and it takes effect right away.
Open Site Admin from your account menu, then go to the Access Level and Subscriptions tab. This list shows everyone on your site along with their access level and subscription status. Find the guest you want to promote, using the search box at the top if your list is long.
Change the access level
In the row for the guest, open the dropdown in the Access Level column and choose Team Member. The available options are Team Member, Guest, and Site Admin. Selecting Team Member promotes the user immediately, no separate confirmation step is required.
Confirm a license is available
Team Members consume a paid license, so the upgrade requires an open seat on your subscription. When you switch a user to Team Member, the Subscription badge updates automatically to reflect the new status and the seat is assigned for you.
Make sure you have an available license before promoting a guest. If every seat is in use, add a license on the Billing page first, then return here to complete the upgrade.
What changes for the user
Once promoted, the former guest gains full Team Member capabilities across the site:
- They can be assigned tasks and own deliverables within projects.
- They can log effort and submit timesheets where enabled.
- They can be added to project teams and given operational roles.
To reverse the change later, open the same Access Level dropdown and switch the user back to Guest. The license is released so it can be assigned to someone else.
