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 Settings, Profile & Team, and open Team Roster.
- 2Find the member's row and click "Edit" in the Access column.
- 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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