Team Member Roles
Team member roles allow you to set specific viewing, editing and creation parameters for each user you grant access to. This meaning that if you have many different employees, assistants, trades, sub trades, etc. You are now able to allow each of them specific permissions to areas of your projects.
In the top left of your screen, click on your logo mark, Studio Name, or the cogwheel to access the "Team Management" menu. You can add users within this section and determine what they can and can't see or do.
An example might be a design assistant; You may want to give them access to view projects, views/spaces, and payments, but not the ability to edit all aspects of them.
Because everyone works differently with their employees, trades, and clients we wanted to be sure that you have as much flexibility to work the way you want.
Which would you like to know about Team Management?
Click the topic you wish to learn more about for Team Management to go directly to that Help Guide. At the bottom of each Help Guide you redirect to from the list below, there is a link to take you back here!
If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.