Change what a teammate can see and do
Your plan, your team and what each person can open, notifications and settings.
Included on every plan. Compare plans
How it works
- Team → open a member → "Edit access" (admins only).
- Pick a role preset, then set each area to None, View or Edit, then "Save access". A fine-tuned role shows as "Custom (based on …)".
- "Also allowed to": See sales and revenue, Export data, Business settings, Plan & billing.
- Admins can do everything, including the team, plan & billing and business settings. Everyone keeps the dashboard, Messages and their own account; managing the team is for admins.
- Presets by kind of business — store: Store manager, Order fulfilment, Customer support, Marketing, Content editor; contractor: Office manager, Estimator / sales, Crew lead, Marketing; restaurant/gym: Manager, Front of house, Staff, Marketing; appointments: Manager, Front desk, Stylist / specialist, Marketing.
More on account & team
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