This article explains how team roles let you delegate work while maintaining account security. Team members can be assigned roles with different levels of access, such as managing finances, hiring freelancers, or viewing reports. Roles can be customized and adjusted as needed. - AI helped create this summary
When you have a whole team who need access to the account, Members & Permissions lets you delegate work while maintaining account security.
When adding new team members from within your company, you can assign roles based on their role and required access. For example, you might invite an internal recruiter to help source talent or grant an accounting team member access to generate weekly reports.
These settings can be adjusted anytime to fit changing needs. Learn more about adding members or making changes to their permissions here.
Whether you have one team or many, you can
- Share access to files, reports, and project progress
- Delegate freelancer communication and hiring
- Customize permissions and controls for the different team member roles
Breakdown of team permissions
Under Account settings (desktop) or Settings (mobile app) > Members & Permissions you can add team members and adjust permissions according to the following options:
Note:
Admins and Hiring Managers on your team will receive a copy of the Weekly Billing Summary.