Skip to main content
How to Manage Your Team

Here's how to add or delete a team member plus details about what the member and admin permission levels mean

Kelly Beeby avatar
Written by Kelly Beeby
Updated over a week ago

Unlimited team members are a perk for both Basic and Pro subscribers. Here's how to manage your company's team members.

Add a Team Member

Go to your company profile, then find the Team tab. Tap the green +MEMBER button. Enter the name and email address for the new member, then hit "Send."

The member will receive an email invitation with a link to sign up for their own RPC profile connected to your company.

After signing up, new team members will have the default "Member" role. Here are the types of team roles:

  • Owner: full capabilities and access including viewing all clients, sending proposals, contracts, and invoices. Can update pay-to bank account information

  • Admin: full capabilities and access including viewing all clients, sending proposals, contracts, invoices, and viewing transaction history. Cannot update pay-to bank account information

  • 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)

  • Team Member: can only view clients and client information (proposals, contracts, invoices, notes, folders) that are assigned to them

Delete a Team Member

Go to your company profile, then find the Team tab. Find the team member to be deactivated. Click the 3-dot icon and select "Remove Member Access."

All of that team member's clients, contracts, and invoices will be automatically reassigned to the account owner, and the deactivated team member will no longer be able to log in.

Note: Admin users can reactivate a previously deactivated team member by clicking "Grant Member Access" from the team member table.

Did this answer your question?