Roles — what each person can access
A role is a named bundle of permissions — like Owner, Manager, or Staff — that you assign to a teammate on the Team members page. Instead of choosing every permission for every hire, you pick one role and you’re done. The role decides what they can see and do: whether they can spend credits, edit your brand, invite others, or change your plan.
How it works
Each role grants a sensible set of permissions for a kind of job. Owner can do everything, including billing. Manager runs the day-to-day. Staff can create work but not touch sensitive settings. You assign a role when you invite someone, and you can change it any time.
For the full breakdown of who can do what, see what each role can do.
The rule
Build access around the job, not the person. Give a new teammate the role that fits their work — if their job needs more later, move them to a higher role rather than carving out one-off exceptions.
Worked example
Dr. Nok has three people in her practice. She keeps Owner for herself, so only she can change the plan and see billing. Her practice manager gets Manager to run the schedule and invite part-time help. The new front-desk hire gets Staff — they can polish clinic photos and draft posts, but can’t change the plan or remove anyone. Each person sees exactly the part of the practice their job needs.
Related
- What each role can do — the full permission map in plain language.
- Team members — where you assign these roles to people.