Learn about the different permissions for you and your team.
Use this guide to help you differentiate the roles within a group so that the right people get access to the right information.
See our other guide:
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Change a Team Member Role here
In this guide:
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Learn about the different Roles and Permissions you can set for your Team members
Organisation Owner
In this role, you have view, edit, and delete access to all invites, templates, and contacts. Additionally, you will be able to modify all settings related to team members, and account settings such as Custom email and domain, Branding, Rename downloaded PDFs, and Billing.
Admin
In this role, you have view, edit, and delete access to all invites, templates, and contacts. Additionally, you will be able to modify all settings related to team members, and account settings such as Custom email and domain, Branding, and Rename downloaded PDFs. However, you don't have access to Billing the same way an Organisation Owner does.
User
In this role, you have view and edit access to all invites, templates, and contacts. Additionally, you have view access to team members. However, you don't have access to other account settings the same way an Organisation Owner or Admin does.
Viewer
In this role, you only have view access to invites, contacts, and team members.
Role Permissions Comparison
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