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Account and access

Change an existing member’s service access

Adjust selected services without sending another invitation.

Updated 2026-11-11

Use Edit service access on an existing Team member when their work changes. A new invitation is unnecessary for someone who has already joined the workspace.

Open Settings, then Team, and locate the member by email. Review their current role, preset, and service-access mode. Add or remove the relevant service selections, then choose Save access.

Wait for Access updated before asking the person to test the change. If saving returns an error, the intended change has not been confirmed. Keep the error and review the record again rather than assuming the form values were persisted.

A narrow access change is useful when a teammate starts handling documents or billing while keeping unrelated areas private. Confirm both the newly allowed action and the areas they should still be unable to use. Team permissions remain separate from the company’s plan and service state. If the member still sees a lock after access is saved, include the exact page and lock message in the next support request.

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Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.