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Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Who Can Give Which Permissions
The permissions that manage roles, and why you can only give what you have.
Who can manage roles and per-member permissions, and the one rule that keeps people from giving more than they have.
Overview
This guide explains the role-management permissions and the rule about giving permissions.
Who Can Access
Agency AdminTeam Member
The Permissions That Manage Roles

You Can Only Give What You Have
A team member can only tick boxes they have themselves. If they try to give more, saving stops with this message and nothing is saved:

- Boxes the role already had don’t count.
- Unticking is always allowed.
- The owner and co-admins can give anything.
- Time Tracking boxes are not checked by this rule.
Owner Only
Buying or changing the plan stays with the owner, even for co-admins.
Frequently Asked Questions
The error lists names like delete_order. What are they?⌄
Those are the boxes they don’t have. delete_order is Delete Orders.
Can a member with Edit Roles change their own role?⌄
Yes, they can untick boxes on any role. Only give Edit Roles to people you trust.