™Roles and permissions
Owner, Admin, Teammate, and the finer switches.
| Role | Can |
|---|---|
| Owner | Everything, including billing, add-ons and removing people. One per account. |
| Admin | Everything in the workspace except billing and removing the owner. Invites people, changes roles of teammates, edits settings. |
| Teammate | Works in the lists, projects, tasks, calendar, messages and files. Settings and team controls are not shown. |
Changing a role
Team, then Manage team, then the menu on the person's row: Make admin, Make teammate, Send password reset, Remove from workspace. Only the owner can change an admin.
Finer permissions
Under Workspace settings, Permissions, owners and admins switch individual abilities on or off per person: creating invoices, deleting records, editing rules, exporting, and so on. A teammate who tries something they cannot do can request it; the request goes to the people chosen as approvers and shows under Flow Questions.
Departments and positions
Departments group people; a folder can be shared with a department. Positions are job titles with a set of permissions attached, so a new hire gets the right abilities by picking the position. Both are under Workspace settings.