Roles and permissions
What Owners, Admins, Members and Accountants can see and do.
Updated Sep 13, 20261 min read
Every teammate has one role. Change it in Settings → Team.
What they can do | Owner | Admin | Member | Accountant |
|---|---|---|---|---|
Create and send invoices | ✓ | ✓ | ✓ | — |
Record payments and refunds | ✓ | ✓ | — | ✓ |
Reports and exports | ✓ | ✓ | — | ✓ |
Team and integrations | ✓ | ✓ | — | — |
Plan and billing | ✓ | — | — | — |
Good to know: Each workspace has one Owner. To hand it over, the Owner chooses Transfer ownership in Settings → Team.
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