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Team

What each role can do

Use Team to identify roles, statuses, and filters before deciding who should have owner, admin, or member access.

Updated

For: Owner, Admin

Before you start

  • You need Owner/Admin access to manage Team.
  • Do not send invitations, approve weeks, or change statuses when you are only reviewing.
  • Use realistic US-market data when you need to add services or notes.

1. Read roles in Team

  1. Open Settings > Team.
  2. Review the Role column.
  3. Compare role, status, and rate before making changes.
1. Read roles in Team

2. Use the role filter

  1. Click Role.
  2. You can filter by All, Owner, Admin, or Member.
  3. Use the filter to review the team without changing data.
2. Use the role filter

3. Decide carefully

  1. Use Owner for someone who manages the business.
  2. Use Admin for operational and administrative support.
  3. Use Member for operational or field staff.

Statuses and options you may see

Owner

Meaning: Controls main business options.

Next step: Keep it limited to account leaders.

Admin

Meaning: Helps with operations and administration.

Next step: Use this role for supervisors or office staff.

Member

Meaning: Works with assignments and operational tasks.

Next step: Use this role for field staff.

Active

Meaning: The person is available on the team.

Next step: Keep this status if the person currently works with you.

Inactive

Meaning: The person should not be used for new assignments.

Next step: Review it before reactivating them.