Fine-tune what team members can access in your workspace.
Permission categories
- Projects — Create, edit, view
- Clients — Add, edit, view
- Invoices — Create, send, view
- Settings — Full access or restricted
How to set permissions
- Go to Team → Permissions
- Select a role
- Toggle permissions on/off
- Save changes
Custom permissions
- Create custom roles for specific needs
- Assign different permissions per project
- Override role defaults for individuals
Business Tip: Use the principle of least privilege. Give team members only the access they need to do their job.