How to Change the Role of an Existing Team Member

Already added someone to DoubleTick but need to update their role? No problem — you can change both their Organization Role and their Channel Role anytime, directly from their profile.

Here's how to do it.

Step 1 - Find the Team Member

1. Click on Team in the left-hand panel.

2. Find the team member whose role you want to change.

3. Click the three dots on the right side of their name.

4. Select View Profile from the dropdown menu.

Their profile panel will open on the right side of your screen.

Step 2 - Change Their Organization Role

1. In the profile panel, look for the Organization Role dropdown.

2. Click on it and select the new role you want to assign.

3. That's it — the change saves automatically. No need to click a save button.

For example, if you want to move someone from Owner to Team Lead, simply select Team Lead from the dropdown and it's done.

Step 3 - Change Their Channel Role (WhatsApp Account Role)

1. In the same profile panel, switch to the Channel Assigned tab.

2. Click on Assign WABA Number.

3. From the dropdown, select the Channel Role you want to assign to this team member.

4. Click Confirm to save the changes.

Their Channel Role will be updated right away.

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And that's all there is to it! Whether you're promoting someone to a bigger role or tightening access for a new hire, updating roles in DoubleTick takes less than a minute.