How do I change a team member's role (staff vs. owner)?

You change a team member's role from the Team page by using the Role dropdown next to their name in the Team members table. Only owners can change roles, and you cannot change your own role.

Where to change a team member's role in CleanSlot

1. In the sidebar, under Business, click Team.
2. In the Team members table, find the person whose role you want to change. The Role column shows a dropdown for each member (except yourself).

How to change a team member's role

1. In the Role column for that person, open the dropdown (it shows Owner or Staff).
2. Select the new role: Owner or Staff.
3. The change saves immediately. That person now has the permissions for the new role:
   • Owner. Full access: business settings, schedule, services, team, billing.
   • Staff. Can manage appointments and related tasks; cannot change business settings, team, or billing.

You cannot change your own role. If you need to hand over ownership, another owner must change your role or you must use the process your team has for that.

When to change a team member's role

Change to Owner when someone needs to manage settings, billing, or the team. Change to Staff when they should only handle appointments and no longer need full access. Keeping roles correct helps avoid accidental changes and keeps access secure.