Admin & Role Management

How Roles Work

When you create an account, you become the Owner. Owners have full access to all features and management tools. Additional users can be added with different access levels:

• Full Access – Can manage clients, messages, analytics, etc.
• Client Portal – Access only to selected pages assigned by the Owner.

Adding Users

Go to the Admin section in the sidebar and click Add User. Fill in their name, email, and select the appropriate access level. Users will receive an invite to log in.

Setting Permissions

Use the toggle options when adding or editing a user to choose which pages and tools they can see (Clients, Estimates, Calendar, etc). You can update permissions anytime.

Managing Existing Users

In the Admin section, click on any user to edit their role, change their password, or remove them from the account. Only the account Owner has this level of control.

Need Help?

If you're unsure about permissions or roles, visit the Message Center and we'll assist you.