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Team member permissions

Description of the different team member capabilities

Kelly Beeby avatar
Written by Kelly Beeby
Updated over 3 weeks ago

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
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  • Admin: full capabilities and access including viewing all clients, sending proposals, contracts, invoices, and viewing transaction history. Cannot update pay-to bank account information
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  • Manager: can view all clients, send proposals, contracts, and invoices but will not have visibility into company My Wallet information (will not see transaction history)
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  • Team Member: can only view clients and client information (proposals, contracts, invoices, notes, folders) that are assigned to them

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