Edit or remove a collaborator’s role
Change the role of someone already on the staff, or remove the role while keeping their account active.
Find the collaborator
Open People → Parishioners: collaborators are at the top of the list, with their role. Select the person’s row.
Open the role actions
The person’s panel shows View role permissions, Remove role and Edit role. Check the current permissions before changing anything.
Change the role
Select Edit role: the dialog shows the current role. Pick another one, preset or custom, and press Save. Role updated appears and the permissions follow the new role.
Remove the role
Select Remove role and confirm with Remove role in the confirmation dialog, for example Remove Secretary role?. The person loses the role but their account stays active: they keep following the community and stay in their groups. Team member removed appears; you can invite them back anytime.
What you have achieved
- The collaborator has the new role and its permissions.
- Or they are no longer on the staff, but keep their account and groups.
Troubleshooting
I see “Unable to update the role”
The change was not saved: try again. If it keeps happening, check you still have Manage collaborators.
I see “Unable to remove the team member”
The removal failed and the role is still there: try again.
The dialog says the role cannot be removed
It is a protected role: to transfer it to another collaborator, contact support.
Does removing the role delete the account?
No: the person stays registered and keeps following the community and their groups.