Who can do what

Everyone on your team signs in with their own email. Each person has one role, which decides what they see and what they can do.

Role	Projects, requests, approvals	Quotes, orders, billing
Owner	See and act	See and act
Finance	Not shown	See and act
Marketing	See and act	Not shown
Viewer	See only	See only

• Act on projects means sending requests, approving demos or asking for changes, adding files, and connecting domains.
• Act on billing means accepting quotes, placing orders, and uploading bank slips for invoices.
• Everyone can see Overview, Quotes, Email & Workspace, Documents, Reports and their own Account.

Your role is shown on the Account page, under your email.

Adding someone to your team

To add a person or change someone’s role, contact us and tell us their name, email and the role they need. We’ll send them an invitation email to set their password.