Skip to main content

How to assign the Coordinator role to a team member

The Coordinator is the intermediate management role within a team. They can add people, edit team playbooks, and track their members, without the global scope of an Admin. Designating one Coordinator per team distributes the administrative load.

Assign the Coordinator role

In the "People" section, locate the person you want to designate.

Click the three-dot menu on their row.

Select "Designate as Coordinator".

Read the confirmation notice: "The Coordinator can invite more people to the team and manage the configuration."

Confirm. The person is marked as Team Coordinator.

Remove the Coordinator role

Important notes

A team can have multiple Coordinators. There is no limit on the number of people with this role per team.

The Coordinator manages their team but has no scope over other account teams.

The Team Admin or the Principal Admin can designate and remove Coordinators in any team.

Did this answer your question?