Account Settings
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      How to Change a User's Role

      Follow this guide to upgrade or downgrade a User's role on your SalesAi Account

      • Click on Settings on the bottom left.
        Screenshot 2025-03-18 at 3.57.09 PM
      • Click on Manage Users
        Settings - Manage Users
      • Scroll down to the Users Section. You will see the Role column for all your users.
      • Find the right teammate and click the current role. Select the new Role.