The team invitation form asks for a role and a permission preset, as well as service access. Review all three. The role describes the membership type, while the preset supplies action permissions for the selected services.
Viewer allows viewing. Contributor adds requests and document uploads. Billing includes billing management and requests. Admin includes the broader actions and team management. The chosen services determine where those permissions are assigned.
For example, a person who only needs to review documents should not receive every service merely because their role name sounds appropriate. Select the necessary services and the action preset that matches the work. Confirm the saved access after the invitation is accepted.
When someone cannot perform an action, inspect the preset and service selection before changing the role. A paid service can also have its own availability conditions, which team permissions do not override. Describe the precise blocked action to the administrator so they can make a narrow correction instead of granting unnecessary account-wide authority.
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