User Lifecycle Management13% of the exam
Changing member roles and account types
Who can promote and demote Owners and Admins, how to turn a member into a guest (and back) on Pro and Business+ versus an Enterprise org, and how to pick the narrowest role, such as a Channel Manager or system role, for a task.
Identify the appropriate permission or role to give a user based on a scenario.
~7 min read · 5 practice questions ·
What the exam expects
- Decide which administrative role can promote or demote a Workspace Owner, Workspace Admin, Org Owner or Org Admin.
- Change a regular member to a Multi-Channel or Single-Channel Guest, and a guest back to a member, on Pro and Business+ and in an Enterprise org.
- Recognise when an Enterprise org member must be deactivated and reactivated as a guest instead of changed in a workspace.
- Pick the narrowest role that meets a scenario (Channel Manager, a system role, Workspace Admin, Org Owner) instead of a broad admin role.
Key terms:
- Change account type: the menu action on the People or Manage members list that promotes, demotes or converts a person.
- Account type: Regular (Full) Member, Multi-Channel Guest or Single-Channel Guest; the guest roles themselves are taught in Account types: members and guest roles.
- System role: a predefined admin permission set, such as Analytics Admin, given to a full member without making them an Owner or Admin.
- Channel Manager: a person with administrative actions on only the channels they are assigned.
Key facts
Workspace Admins promote Admins
- Detail
- Free, Pro and Business+: Admins can promote Workspace Admins and manage guest roles
Demoting a Workspace Admin
- Detail
- Workspace Owners or the Workspace Primary Owner only
Demoting a Workspace Owner
- Detail
- Workspace Primary Owner only; Org Owners can demote Workspace Owners but not the Workspace Primary Owner
Guest to Admin or Owner
- Detail
- Make them a regular member first, then promote
Multi-workspace member to guest
- Detail
- Org Owner or Admin deactivates, reactivates as a guest, adds to a workspace
Workspace Admins and billing
- Detail
- Cannot access the Billing page or manage billing details
Channel Managers
- Detail
- Paid plans; up to 100 per channel; act only on assigned channels
Analytics Admin
- Detail
- System role that views the analytics dashboard; not in the Business+ limited set
Configure single sign-on
- Detail
- Org Owner permission on Enterprise plans
- Why can't a Workspace Admin undo a mistaken Admin promotion they made?
- When does an Enterprise org Workspace Admin have to hand a member-to-guest change to the org?
- What must happen before a guest can be promoted to Workspace Admin?
- Why is an Org Admin unable to turn on SAML SSO for the org?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Slack Administrator pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 32 lessons of the Slack Administrator guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (5 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams