Team and Role Management
Collaborate efficiently with your team.
Set up your team:
- Select "Settings" in the main menu.
- Click inside "Team"
Invitation link:
- Share a unique link that allows new members to join your team.
Roles and permissions:
- Owner: Full access, including billing and advanced settings.
- Administrator: Manages users and settings, except billing.
- Executive: Limited access to operational functions, such as quotes and clients.
Modify roles:
- In "Team", select a member and assign the desired role.
Remove someone from the team:
- Click on the user and select "Remove".
