Roles in your team: who can do what
Every team member gets a role. You choose it now so everything is ready. Each role's permissions apply as soon as team members work with their own login, which is coming soon. Until then your team works through your own account.
Open the team member
Under Settings, Team, choose the team member and click "Edit".
Choose a role
Owner, Manager, Reception, Staff member or Intern. There is always at least one owner.
What each role will be able to do
Broadly: the owner manages everything, including the plan. A manager runs the business and the team. Reception manages the calendar and clients. A staff member mainly works in their own calendar. An intern follows along with limited rights.
Save
The role is shown with the team member. You can change it at any time.
Don't give anyone more rights than they need. An intern or reception doesn't need to see your plan or billing.
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