Team

Roles and who can open what

Owner and Admin see everything. For Staff, the owner ticks which areas each extra role may open.

1. Primary role: Owner, Admin, or Staff. Only owners can assign Owner; admins can assign Admin.
2. On a Staff person, tick extra functions that match enabled modules (Sales, Finance, Personal Assistant, and so on).
3. Open Settings → Workspace → Role access. For each role, tick Companies, Projects, Appointments, Team, Audit, and the rest. Save role access.
4. People pick up the new areas the next time they open a page. If a menu item is missing, check both the module store and Role access.

Related: Invite the team · Turn modules on

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