Control what each teammate can see and do.
- Owner — full control, including billing and workspace settings.
- Admin — manage most settings and data, but not ownership/billing.
- Supervisor — full access to customers, invoices, quotes, and other work data across the team, but not team management, billing, or workspace settings.
- Member — work with customers, invoices, and tasks.
Tip: Give people the lowest role that still lets them do their job.