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📖 Read the guide
A user can be an owner, admin, or member.
Owner: manage company profile, invite users up to owner level, manage general settings, manage appearance, manage custom fields, manage client portal, manage integration settings, manage billing, access every company list
Admin: manage company profile, invite users up to admin level, manage general settings, manage appearance, manage custom fields, manage client portal, access every company list
Member: manage individual user account settings. Members need to request access to lists they haven't been assigned to.
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