Understanding Team Roles and Permissions
Assign appropriate access levels to team members.
Accessing Role Settings
Desktop
- Go to Teams > Members
- Click member for role options
- Full permission panel
Mobile
- Tap Teams > Members
- Tap member card
- Role settings in details
Role Types
Business Roles
- Admin (full access)
- Manager (operations)
- Employee (standard)
- Contractor (limited)
Personal Roles
- Spouse/Partner
- Family members
- Friends
- Helpers
Changing Roles
Desktop
- Click member card
- Click role dropdown
- Select new role
- Confirm change
Mobile
- Tap member
- Tap current role
- Select from list
- Confirm
Permissions
Available Permissions
- Manage Team
- Invite Members
- Remove Members
- Manage Roles
- Manage Budgets
- Purchase Credits
- View Analytics
Editing Permissions
Desktop:
- Checkbox list
- Toggle each permission
- Saves automatically
Mobile:
- Toggle switches
- Scroll through list
- Tap Save
Default Permissions by Role
Admin
All permissions enabled
Manager
Most permissions, limited team control
Employee
Basic access, view-only admin
Contractor
Minimal permissions
Role Changes Take Effect
- Immediately on save
- Member sees new access
- No re-login required
