Add or remove a team member and set their role

Go to Team in the side nav. From there you can invite new members, change someone's role, or remove access entirely. Team members are unlimited on every plan.

The roles

• Admin: full access to every module except billing, deleting the organisation, or transferring ownership.
• Project Manager: Projects, ITPs and Handover, plus read only Document Library with financial records excluded. Cannot see Corporate or Trust Center.
• Finance: Corporate, Document Library and Trust Center. Cannot see Projects or Handover.

The Owner is whoever signed the business up. There is exactly one, and the Owner is the only person who can manage billing or transfer the business.

If you are unsure which role someone needs, start with the more restrictive one. You can always lift it later.