For agencies🏢 Agency Management
Set what each team member can access
Grant access by area (Coordinate, Billing, People, Customers, Reports, Settings), each at No access, View, or Manage.
Instead of one fixed role, each team member's access is a set of six independent areas, each at a level. Start from a preset, then fine-tune. Owners always have Manage everywhere.
Step by step
- 1Go to Operations and open Team Roster.
- 2Click "Manage" on the person's row, then find the Access section and click "Change."
- 3Optionally click a preset ("Coordinator," "Scheduler & HR," "Billing / Finance," or "Office Manager") for a sensible starting point.
- 4Set each of the six areas (Coordinate, Billing, People / Time-off, Customers, Reports, Settings) to No access, View, or Manage.
- 5Click "Save access."
Tips
- You can only grant up to your OWN level in each area, and you can't edit an Owner or yourself.
- Manage includes View. For example, Billing: View shows invoices and payouts; Billing: Manage lets someone act on them.
- The areas map to features: money is Billing, time-off and people is People / Time-off, agency config and the team is Settings, and dispatch writes are Coordinate.
- Editing permissions needs Settings: Manage (or Owner).
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