How to Manage User Permissions
User permissions allow you to control what each workspace member can do. Here's how to configure them:
Accessing Permission Settings
Navigate to Workspace Settings → "Members" tab, then click "Edit" next to the member you want to configure.
Understanding Roles
There are two main roles:
- Admin: Has full access to all features and settings
- Member: Access is controlled by specific permissions
Permission Categories
You can set permissions for the following areas:
Clients
- Create clients
- Edit clients
- Delete clients
- View clients
Projects
- Create projects
- Edit projects
- Delete projects
- View projects
Invoices
- Create invoices
- Edit invoices
- Delete invoices
- View invoices
Proposals
- Create proposals
- Edit proposals
- Delete proposals
- View proposals
Milestones
- Create milestones
- Edit milestones
- Delete milestones
- View milestones
Leads
- Create leads
- Edit leads
- Delete leads
- View leads
Contracts
- Create contracts
- Edit contracts
- Delete contracts
- View contracts
Management Permissions
- Manage users (add/remove members, set permissions)
- Manage settings (workspace configuration)
- Manage billings (view billing dashboard)
- Manage billing settings (configure billing information)
Setting Permissions
To configure permissions:
- Select the member's role (Admin or Member)
- Check or uncheck the specific permission boxes
- Click "Update Permissions" to save
💡 Tip:
Admins automatically have all permissions. If you set someone as Admin, you don't need to configure individual permissions.
⚠️ Important:
Only workspace admins can manage user permissions. Changes take effect immediately.