Demote Current Account Admins to the Account User Role

1. Log in to WorksOS with your admin credentials.

2. Choose an account in the Account Selection list, and click Apply.

3. In the left pane, click the Account Users icon (two people).

4. Search for and check the box next to one or more users who have Admin rights that you want to convert to the Account User role.

5. Click the Actions menu icon (vertical ellipsis) and select Edit Users. For a single user, you can also just select the row and click the Edit icon (pencil).

6. Select User in the Account Role list.

7. Click Save.

Once a user is demoted from Account Admin to Account User, they are project-focused. User changes you make in WorksOS will appear in WorksManager too as the two apps share users.

Note: You can multi-select and change roles for many users at once.

Note: You cannot delete your own user account; only another Admin can.