Managing Members

Promote, demote, transfer ownership, or remove members from your Formula Bot team.

Manage your team's membership from the Members tab in team settings. View who's on the team, change roles, and remove members as needed.

Viewing the Member List

Open your team settings and go to the Members tab. You'll see all current members with their:

  • Name and email
  • Role (Owner, Admin, or Member)
  • Date joined

Changing Roles

Only the Owner can change member roles.

To change a role:

  1. Find the member in the Members tab
  2. Click the role dropdown next to their name
  3. Select the new role (Admin or Member)

Available changes:

  • Member → Admin — Gives them the ability to manage Members and shared content
  • Admin → Member — Removes their management permissions

Transferring Ownership

The Owner can transfer ownership to any other team member. This is a significant action:

  • The selected member becomes the new Owner
  • The previous Owner is demoted to Admin
  • This change is irreversible — only the new Owner can transfer it back

To transfer ownership:

  1. Go to the Members tab
  2. Find the member you want to make Owner
  3. Select Transfer Ownership
  4. Confirm the transfer

Ownership transfer cannot be undone. The new Owner gains full control of the team, including billing and the ability to remove any member.

Removing Members

  • Owners can remove any member (Admins and Members)
  • Admins can remove Members only

To remove a member:

  1. Find the member in the Members tab
  2. Click Remove
  3. Confirm the removal

When a member is removed:

  • They lose access to the team workspace immediately
  • Their team content (chats, files, playbooks) remains accessible to the rest of the team
  • Their personal content is unaffected

Leaving a Team

Any non-Owner member can leave a team voluntarily:

  1. Open team settings
  2. Click Leave Team
  3. Confirm

Owners cannot leave — they must transfer ownership first.

Next Steps