TEAM & PERMISSIONS
Roles and permissions: choose what each person can do
Pick a ready-made role for each person, or on Pro and Business fine-tune every area. You can change access, turn it off, remove someone or transfer ownership at any time.
Ready-made roles
- Admin: everything except transferring ownership.
- Manager: runs the day-to-day, jobs, time and the books. No settings, team or billing.
- Staff: calendar, tasks, jobs, their own time & mileage, customers, quotes and invoices. No money, reports, settings or billing.
- Bookkeeper: Money in & out, accounting and reports. Sees customers, invoices, jobs, time and mileage.
- View only: sees everything day-to-day but can’t change anything.
Fine-tune access
On Pro and Business, choose Custom and pick exactly what the person can do in each area: invoices & quotes (view, create & edit, send, delete), customers & vendors, products & services, money and accounting, reports, documents, calendar & tasks, time & mileage, jobs, receipt scanning, settings & branding, team management, billing and downloading all data. For calendar, tasks, time and mileage you can limit someone to Only their own. Starter uses the ready-made roles.
Change someone’s access
Open Team and find the person.
Choose Change access to pick a new role or permissions, then Save access. Changes apply the next time they open a page.
Choose Turn off to sign them out and block sign-in while keeping their seat, and Turn on to let them back in.
Choose Remove to sign them out and free their seat. Their past work keeps their name.
Transfer ownership
The account owner always has full access, including billing and the team. To hand that over, choose Make owner next to an active person and type their email to confirm. You become an Admin, and only they can transfer it back.