Lesson 3 of 8 · 5 min
Assigning and Changing Roles
Learn what each role can do and how to change a member's role directly from the team table.
Assigning and Changing Roles
Video coming soon
Lesson Notes
Vremly has five workspace roles: Owner, Admin, Technician, Project Manager, and Editor. Owner is the highest privilege — there is exactly one Owner per organization at any time. Admin has full management rights but cannot modify the Owner's role. Technician is the default field-staff role; these members appear in dispatch, scheduling, and the Kit Readiness grid. Project Manager and Editor are limited roles that can view the team roster but cannot invite or remove members or change roles.
To change a member's role, find their row in the team table. In the Role column there is a Select dropdown showing their current role. Click it and choose a new role. The change takes effect immediately — the UI updates optimistically and the backend is called in the background. If the API call fails, the row reverts to the previous role and a toast error appears.
You cannot change the role of a member who has the Owner role. The Owner dropdown is disabled for all other team members. Only the current Owner can transfer ownership, and doing so triggers a special confirmation dialog explaining that the current Owner will be downgraded to Admin after the transfer.
When you select Owner from the role dropdown for another member, the RoleChangeDialog opens before any change is made. The dialog warns: 'Changing roles updates permissions immediately. Promoting another user to OWNER will downgrade your own role to ADMIN.' You must click Confirm to proceed or Cancel to abort. This extra step is intentional — ownership transfer is irreversible without a second ownership transfer.
You cannot change your own role using the role dropdown. The dropdown for your own row is always disabled. This prevents accidental self-demotion.
For pending invitations, you can also change the role before the person accepts. In the Pending Invitations table, the Role column contains a Select dropdown for each pending invite. Changing it there updates the role that will be assigned when the person accepts. No new email is sent by changing the role alone — you can optionally click the Resend Invite button (circular arrow icon) to send them a fresh email.
Key Takeaways
- There are five roles: Owner, Admin, Technician, Project Manager, and Editor — each with distinct permission levels.
- Role changes apply immediately via an optimistic UI update with automatic rollback on error.
- Transferring the Owner role requires a confirmation dialog and automatically demotes the current Owner to Admin.
- You cannot change your own role or the Owner's role from anyone else's account.
- Pending invitations support inline role changes — the updated role takes effect when the invitee accepts.