User Roles

Get to know the dashboard permission levels to better manage your team members’ access.

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You can assign the following roles to new team members:

1. Administrator

2. Sub-Admin

3. Member

4. Read-Only

Role	Capabilities
Admin	The Administrator role will be provided access to everything within the Partner Dashboard such as invoices, approve pending customers, set up integrations, and manage new and existing team members.
Sub-Admin	The sub-admin role can view invoices and edit integrations, automations and invoices. The only thing they cannot do is edit banking info.
Member	Member roles are granted access to view and edit invoices only. They cannot edit bank info, integrations or automations.
Read-Only	The read-only member role allows user to only view invoices. They cannot edit bank info, integrations, automations or edit invoices.

Read more: How to add/remove additional team members?

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