Team Roles and Permissions
What Admins, Managers, and Users can do for invites, role changes, removals, and billing contact under Settings → Users.
2 min read
Every teammate is an Admin, Manager, or User. Roles control team management (invites, role changes, removals, billing contact) — all three roles can work with the same business data (contacts, quotes, invoices, jobs, and properties).
To invite someone, see Inviting team members.
Role comparison
| Permission | Admin | Manager | User |
|---|---|---|---|
| Invite Admins | Yes | — | — |
| Invite Managers | Yes | — | — |
| Invite Users | Yes | Yes | — |
| Revoke any invite | Yes | — | — |
| Revoke User invites | Yes | Yes | — |
| Change a member’s role | Yes | — | — |
| Remove a team member | Yes | — | — |
| Transfer billing contact | Yes | — | — |
Admin
- Invite Admin, Manager, or User.
- Change the role of any non-Admin member (Manager ↔ User).
- Remove any non-Admin member.
- Revoke any pending invite.
- Transfer the billing contact to another Admin.
Admins cannot change or remove other Admins. To remove an Admin, another Admin must first change that person to Manager or User.
Manager
- Invite User only.
- Revoke pending User invites.
Managers cannot invite Admins or Managers, change roles, remove members, or manage billing contact.
User
Users have business data access but no team-management actions — no invites, revokes, role changes, removals, or billing contact changes.
Change a member’s role
- Go to Settings → Users (page title Team).
- Open the member (row click or Edit) to open Edit Member.
- Change Role, then Save Changes.
You cannot change your own role or another Admin’s role.
Billing contact
- Admins see Billing on Settings → Users.
- Use Transfer to open Transfer billing contact, pick New billing contact (another Admin), and confirm Transfer.
- Or open Edit Member on another Admin and click Make Billing Contact.
The billing contact receives receipts and handles subscription changes. Transfer billing before removing a member who is the billing contact.
What happens next
Good to know
- There is no limit on how many Admins you can have; billing contact is still one Admin.
- Removing a member uses Remove from Business and a confirm dialog.
- Pending invites use Resend email / Revoke invite on the same table.