Change User’s Role & Team

A User’s Role and Team can be changed as new changes takes effect within the organization.

Change Role

A Coach can change any User’s Role within their instance.

A Manager and can only change the role of a User added to their own Team.

Change Role from the User Interface

The User Role can be updated from the Actions tab accessed from the Manage Users section

Once in the Manage Users section, select the Users and click on the Action drop-down tab

From the Change Role > Assign a New Role to the User accordingly.

Change Role using the Import users

In order to change the Role of multiple users at once. This option can be used.

Create a CSV/XLS/XLSX file containing users info in the following format


In the file Role Column, enter the User’s New Role.

Note: Ensure to NOT change any other user details in the file as the changes to other columns will also get updated.

Once the file is ready. Go to the Manage Users section

  1. Click Invite Users
  2. Import Users
  3. Click on the File Area to upload the File
  4. Click Import Users button

The system will update the User Role based on the Role column.

Change Role using the Text

This option can be used if the User Role or any other user info needs to be updated at once.

Go to the Manage Users section.

  1. Click Invite Users
  2. Click Text option
  3. Using the mentioned format, Enter the user details to be updated (including Role)
  4. Click Import Users

A Warning pop-up will be displayed to confirm the changes. Click Ok.

The user Role and any other user detail mentioned in the Text will be updated in the system.

Change Team

When a Manager is assigned to a User, the User is automatically added to that Manager’s Team.

Change Team from the User Interface.

From the left-hand menu in the Manage Users, different Teams can be viewed. All the Team Members will be displayed when clicked on a particular Team from the menu.

In order to change the Team of a User, the User’s Primary Manager needs to be changed.

From the Actions tab assign a New Manager

  1. Click on the Assign Manager > Select a New Manager
  2. Click on the Assign Primary Manager > to make the new Manager as the Primary Manager
  3. Click on the Remove Manager > to remove the Previous Manager

Result: The New Primary Manager will be assigned to the User and the User will get added to the New Manager’s Team.

Change Team using the Import User

To change the Team of multiple users at once. This option can be used.

Create a CSV/XLS/XLSX file containing users info in the following format


In the file Manager’s Email Column, enter the New Manager’s email. The Users will be automatically get assigned to that Manager’s Team.

Note: Changing any other user details in the file columns will also get updated. Ensure to verify the user details.

Once the file is ready. Go to the Manage Users section

  1. Click Invite Users
  2. Import Users
  3. Click on the File Area to upload the File
  4. Click Import Users button

The Users Manager will be changed to the New One (as mentioned in the file) and the Users will get assigned to the New Manager’s Team.

Change Team using the Text

This option can be used if the User Team or any other user info needs to be updated at once.

Go to the Manage Users section.

  1. Click Invite Users
  2. Click Text option
  3. Using the mentioned format, Enter the user details to be updated (including Role)
  4. Click Import Users


A Warning pop-up will be displayed to confirm the changes. Click Ok.


The User will get added to the Team of the New Manager mentioned in the Text field. 

Was this article helpful?

Related Articles

Leave A Comment?

You must be logged in to post a comment.