Understand the different roles and what each can access.
Role types
- Admin — Full access to everything
- Member — Manage projects and clients
- Viewer — Read-only access
What each role can do
| Action | Admin | Member | Viewer |
|---|---|---|---|
| Manage settings | ✅ | ❌ | ❌ |
| Create projects | ✅ | ✅ | ❌ |
| Send invoices | ✅ | ✅ | ❌ |
| View reports | ✅ | ✅ | ✅ |
| Manage team | ✅ | ❌ | ❌ |
How to assign roles
- Go to Team → Members
- Click on a member
- Select their role
Business Tip: Start with Admin and Member roles. Add Viewer for clients who need project visibility.