Managing team member roles

Proper role assignment ensures your team has the right level of access without exposing sensitive business data.

Go to Settings > Team to see all team members and their current roles. Click on any team member to edit their role or deactivate their account.

Role Breakdown:

Owner — The account creator. Full access to everything including billing and subscription management. Cannot be changed or removed.

Admin — Full access to all CRM features. Can manage team members (add, edit roles, deactivate). Cannot access billing. Best for office managers or partners.

Project Manager — Can manage projects, leads, contacts, estimates, and invoices. Cannot manage team or settings. Ideal for foremen and senior team members.

Field Worker — Can view assigned projects and tasks. Can update task status and add notes. Cannot create or edit projects, estimates, or invoices. Perfect for crew members.

Tip: Follow the principle of least privilege — give each person only the access they need to do their job. You can always upgrade someone's role if they need more access.