Team Permissions and Seats

2 min read

The Team permissions, departments and designations, and team seats.

What your team may do on the Team page, and how many members your plan allows.

Overview

This guide lists the Team permissions, departments and designations, and seats.

Who Can Access

Agency Admin

Permissions

Set them in Settings → Roles & Permissions under Team & remote roster. The owner and co-admins can do everything.

Team and remote roster permissions in Roles & Permissions
PermissionWhat it allows
View Team MembersSee the Team page
Create Team MembersAdd members
Edit Team MembersEdit members and assign work
Delete Team MembersDelete members
Edit Team Member NotesThe Internal Note
Reset Team Member PasswordSend a reset link
Send Team Welcome EmailSend the welcome email
View Team Member HistoryActivity Logs
Delete Team Member Activity LogsClear old log entries
Sign In As Team MemberSign in as user
Bulk Manage Team MembersBulk delete
View Team Member EmailSee emails
View Team Member Personal DetailsSee personal, address and bank details

Departments and Designations

Create them in Settings → Departments and Settings → Designations, then pick them on each member. A member’s department also decides which orders, invoices and services they see when their role is limited by department.

Seats

  • Your plan sets how many team members you can have. Co-admins and remote members are counted separately.
  • When the seats are full, Add Member is turned off. Delete a member or upgrade your plan.
  • Example members in a free trial don’t count.

Frequently Asked Questions

Who can see a member’s bank details?⌄
Only people with View Team Member Personal Details.