User permissions explained
Updated over a week ago

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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

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  • 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

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  • Member: manage individual user account settings. Members need to request access to lists they haven't been assigned to.

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