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Assigning roles

Roles control what each member can do. The system roles are Owner (one per team, full control), Admin (manage members and settings), Manager (manage inventory + invite members), Member (standard access), and Viewer (read-only).

  1. From Team › Members, find the member in the list and tap the ⋮ menu next to their role badge, then choose Change Role. The role-picker dialog opens.

    Change member role dialog12345

  2. Pick the new role. Each option shows a one-line description of what the role can do.

  3. Tap Save Changes (5). The change is applied immediately and logged to the activity log for compliance.

Custom permission profiles are part of the team workflow. For seat-based billing and invoice options, see Billing & support.