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How to change a person's role (Executive, Leader, Coordinator, Admin)

In the "Role" field, choose the new role: Executive, Leader, Coordinator, or Admin.

If you choose Admin, check one or more sub-roles: Principal, Teams, Billing, or Settings.

If you choose Leader or Coordinator, select the teams they will have visibility and management over.

Click "Save". The change applies on that person's next login or when they refresh their active session.

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