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