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How to Manage User Permissions

Change user rights between member and owner roles to control access to workspace settings.

Prerequisites​

  • Current workspace owner access
  • User must already be added to the workspace

Steps​

  1. Log in to the cobby portal at app.cobby.io.

  2. Go to Settings → Users.

  3. Scroll to the Ownership section.

  4. Select the user from the drop-down menu.

    Change Ownership

  5. Confirm the change.

Result: The selected user now has owner permissions and can access workspace settings.

Permission Levels​

Owner

  • Full access to all workspace settings
  • Can manage billing and subscription
  • Can add/remove users
  • Can transfer ownership

Member

  • Access to cobby Excel add-in
  • Can edit products and data
  • Cannot access workspace settings
  • Cannot manage billing

Common Issues​

User not appearing in dropdown?

  • Verify the user is listed under "Manage users"
  • The user must be invited to the workspace first

Need to transfer ownership?

  • Only current owners can change ownership
  • Contact support if the current owner is unavailable