Choose what each teammate can do

Team · Updated Sep 11, 2026 4:24 AM UTC

The team leader controls access to shared services, quotes, invoices and scheduling.

How to use it

Open a teammate's access settings and review their role and individual permissions. Grant only the actions their work needs. Keep payment and integration administration with trusted people. Changes apply to subsequent web and mobile requests.

Example

Let an experienced technician send quotes while allowing only the office to change Catalog prices.

Open this area

Need a hand?

If something does not match your screen, check your workspace role and plan, then include the page or app version when opening a support ticket. Never include a password, API key or payment-card details.