Access has two parts: the role someone holds and the permission preset that sets what they can do. You can also limit them to specific services.
Roles
- Owner and Admin run the workspace. A workspace always keeps at least one owner or admin.
- Member is the standard role for people who work in the workspace day to day.
- Billing is for someone who handles payments.
- Documents only is for someone who needs to upload or read files and nothing else.
Permission presets
- Viewer can view and nothing else: no requests, no uploads, no billing.
- Contributor can view, create requests, and upload documents.
- Billing can view, create requests, and manage billing, but cannot upload documents.
- Admin can do all of the above and manage the team.
Limiting access to services
Under Service access mode, choose All services or Selected services only. You can limit a person to areas such as Bookkeeping, Documents, E-Signatures, Invoices and Payments, Receivables, Payables, Proposals, Messages, Appointments, and Support.
Changing access later
Open Settings, then Team, choose Edit service access for the person, and select Save access.
Note
If a colleague says a page is missing or locked, check their role and service access here before anything else. See why a team member cannot see a page.
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