With RPC professional and premium subscriptions you are able to have unlimited team members in your account! When adding a new team member, it's important to understand the different permission levels. Below is a breakdown of what each level means.
Team member permission breakdown
Owner: full capabilities and access including viewing all clients, sending proposals, contracts, and invoices. Can update pay-to bank account information
βAdmin: full capabilities and access including viewing all clients, sending proposals, contracts, invoices, and viewing transaction history. Cannot update pay-to bank account information
βManager: can view all clients, send proposals, contracts, and invoices but will not have visibility into company My Wallet information (will not see transaction history)
βTeam Member: can only view clients and client information (proposals, contracts, invoices, notes, folders) that are assigned to them