Team, roles and permissions
Inviting team members and deciding per role what someone may see and change. Each permission has a level: none, own only, or the whole team. The database enforces it too, not just the menu.
Where to find it
Where to find itSettings → Team → Roles and permissions
How it works
- Team members: Settings → Team → Team.
- Roles and permissions: Settings → Team → Roles and permissions.
- Only the owner or someone with the roles permission can change this.
Good to know
- Team members need the permission “Manage roles”. The owner sets this under Settings → Team → Roles and permissions.
If something doesn't work
My team member sees things they shouldn't, or doesn't see what they should.
Settings → Team → Roles and permissions: check which role they have and the level of each permission (none, own only, whole team). Opening a screen directly without permission shows nothing, because the database blocks it too.
Related guides
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Last checked 29 September 2026