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Open Team Members in your company’s employer view. Company owners and admins can manage permitted membership actions; only the company owner can promote or demote existing members.

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Change an existing member’s role

  1. As the company owner, find the person and open the row’s action menu.
  2. Choose Promote to admin or Demote to member.
  3. Read the explanation and check the person before selecting Confirm.
  4. Check the resulting role on the roster.
An admin can manage team members, products, and company settings. Demoting them removes management access. This menu cannot transfer ownership or change your own role. Contact support if you need an ownership change.

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Temporarily suspend access

  1. Find the person and choose Suspend.
  2. Read Suspend member, then select Confirm if the suspension is intended.
  3. Check that their membership is Suspended.
Suspension blocks access through this company membership and preserves its data. You cannot suspend yourself or the company owner. To restore a suspended membership, use the Suspended filter, choose Reactivate, review Reactivate member, and select Confirm. Check company access and each applicable benefit status afterward; reactivation is not proof that every product’s enrollment is complete.

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When someone leaves

  1. Confirm the person and departure details using your company’s approved process.
  2. Record employment information when needed.
  3. Review their applicable retirement, benefit, and Deferred Compensation records and agree any outstanding work with Redii.
  4. When ready to end their company membership, choose Remove from the row’s menu.
  5. Read Remove member, then select Confirm only if you intend to end that relationship.
Removal ends the company membership and preserves the member’s personal data. It is not the temporary suspension action, and it does not itself arrange a retirement withdrawal, settle an award, or cancel an external provider agreement. You cannot remove yourself or the company owner. If removal was a mistake or a former employee returns, contact support about the correct joining process. Do not assume the suspended-member Reactivate action can restore an ended membership.