Team & access
Employees, roles, personal access keys and agency settings.
4 articles
Team Management: employees and rolesTeam Management (under Users in the sidebar) is where you add your team and decide what each member can see and do. It has three tabs: Team, Roles and…
Custom roles and the permission tableA role decides what its members can do. You set roles once on the Roles tab of Team Management, then give each member one.
Personal access keysTeam members don't use a password. Each one signs in with a personal access key that you, the agency owner, create and can revoke at any time. The key…
Agency settingsAgency settings (in Users, between Billing and Team Management) holds the settings of the whole agency. It has four tabs.