Workflow Library  ›  Company / Admin

Invite your team and set roles

Owner, Admin / Billing, or PM — what each one can do.

WhereMenu → Team

Steps

  1. Send an invite by email. The person sets a password and lands in your company.
  2. Owner: everything, including the team and deleting projects. Admin / Billing: everything except managing the team and deleting projects — right for the office staff who run pay apps. PM: the day-to-day project work; billing-side actions stay with owners and admins.

Good to know

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