Change a member's role or remove a member

As the owner, you can change what a member can do, or remove them, at any time. Every change takes effect straight away.

Change a member's role

1. Open Creator workspace → Settings → Members.
2. Under People with access, find the person.
3. Choose their new role from the role menu next to their name.
4. If WeTip asks, enter the code from your authenticator app.

You see Role updated. The member gets a notification with their new role, and their dashboard follows the new role the next time it loads.

Why WeTip sometimes asks for a code

Changing a role can give someone more access to your money and supporter details, so WeTip asks for a fresh two-step verification code before it saves the change. Keep your authenticator app close by.

Remove a member

1. Open Creator workspace → Settings → Members.
2. Under People with access, select Remove next to the person.
3. Confirm in the Remove this member? dialog.

You see Member removed. The person:

• Loses access to your workspace immediately, including any dashboard they have open.
• Gets a notification that they were removed.
• Frees up a seat for someone new.

Removing a member does not delete their WeTip account. You can invite them again later, see Invite members to your creator workspace.

When to change or remove someone

• Their job changed. Move them to the role that fits the new job, see Choose the right role for each teammate.
• They stopped helping. Remove them rather than leaving access open.
• You think their account is at risk. Remove them first, then invite them again once their account is secure.

Related

• Understand member roles and permissions
• Manage pending invites
• Keep your workspace secure with members