Team & Permissions
Permission Settings
Customize what each role can see and do.
Account Owners can customize permissions for Admin, Member, and Associate roles.
Accessing Permission Settings
- Go to Settings in the sidebar
- Click Permissions
The Permission Grid
You'll see a grid with:
- Rows = roles (Owner is always "Full Access" and cannot be changed)
- Columns = permission areas
- Cells = dropdowns with access levels, color-coded:
- Green = Full access
- Amber = Read-only
- Red = Hidden
Making Changes
- Click any dropdown to change the access level
- Changes appear immediately in the grid
- Click "Save Changes" in the fixed bar at the bottom
- Changes take effect immediately for all team members with that role
Be careful when setting areas to "Hidden" — team members will lose access immediately with no warning on their end. Consider notifying them before changing permissions.
Mobile Layout
On smaller screens, the grid switches to a card layout — one card per role showing all permission areas.