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Team member permissions

Description of the different team member capabilities

Written by Kelly Beeby
Updated this week

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, invoices, and quick payment links. Can update pay-to bank account information
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  • Admin: full capabilities and access including viewing all clients, sending proposals, contracts, invoices, creating quick payment links and viewing transaction history. Cannot update pay-to bank account information
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  • Manager: can view all clients, send proposals, contracts, invoices, and create quick payment links 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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