Roles & Permissions
Understand the different team roles and what each can do.
Team Roles
There are two roles within a team:
- Team Admin — Full access to all team features. Can invite/remove members, manage billing, change team settings, upload team logo, and access team management. Team Admins see the "Team" section in their sidebar.
- Team Member — Standard access to create relays, manage documents, use e-signatures, and access the CRM. Cannot manage team settings, billing, or member invitations.
Data Visibility
Team data is shared across all members. When a relay is created by a team member, it is associated with the team. All team members can see and collaborate on team relays, documents, and contacts.