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Settings

What each role sees in settings

Use Settings and Team to review which role should manage company details, services, team access, automations, and payments.

Updated

For: Owner, Admin

Before you start

  • Review this from an Owner/Admin account.
  • Do not change roles or save settings if you are only reviewing access.
  • If someone does not see an option, confirm their role in Team first.

1. Review Settings options

  1. Open Settings.
  2. Review visible options: company details, profile, services, team, automations, AI, and payments.
  3. Before changing anything, confirm whether it affects customers, documents, or payments.
Settings menu with administrative options

2. Compare with the role in Team

  1. Open Settings > Team.
  2. Review the Role column.
  3. Use Owner for account leaders, Admin for office staff, and Member for operational work.
Team list with roles visible

3. If someone does not see an option

  1. Confirm the person is in the right business account.
  2. Review whether their role matches the work they need to do.
  3. If the change affects billing, payments, integrations, or automations, handle it from Owner/Admin.

Statuses and options you may see

Owner

Means: Main account leader.

Next step: Use for sensitive business changes.

Admin

Means: Can support operations and settings.

Next step: Use for office staff or supervisors.

Member

Means: Focused on operational or field work.

Next step: If they need settings access, review whether the role should change.

Owner only

Means: The option needs the account leader.

Next step: Ask the owner to review the option.

Requires setup

Means: A required detail is missing before that area can be used.

Next step: Complete the indicated section before relying on it.