Team members and roles

In this guide, you decide what each role can do (Admin, Editor, Viewer) and add a team member.

1. Permissions by role

1. Open the Team tab. Here are your team members and the permissions for each role.
2. Check what the Admin is allowed to use.
3. In this example, the Editor works with customers, products, estimates and invoices.
4. The Viewer can only view the data.
5. Click Update.

2. New team member

The team member gets an email invitation and works with the permissions of their role.

1. Click Add new user.
2. Enter the team member's name and email.
3. Choose their position.
4. Choose the Editor role. On the right, you see what this role can do.
5. Click Save. The team member receives an invitation by email.
6. Done. The team member is on the list.

Summary

Team → permissions by role → Update → Add new user → name, email, position and role → Save

What's next

Next guide: HRM: departments and employees.