Set team member roles and permissions

Every teammate in Servicebay has one of three roles, which controls what they can see and change. You set a role when you invite someone, and can change it later from Team Management.

1. Know the three roles

   Admin: Full access. Can manage jobs, customers, quotes and invoices, plus Team Management and the organisation's business, service, payment and integration settings. Standard: Can edit. Can create, edit and delete jobs, customers, quotes and invoices, but can't open Team Management or the organisation's settings sections. Viewer: View only. Can see the same records as Standard, but can't create, edit or delete anything.

2. Open Team Management

   Go to Settings, tap Team, then tap Team Management.

3. Open a team member's details

   Tap a member's row in the Members list to open Edit Team Member.

4. Change their role

   Under Role, choose Admin, Standard, or Viewer.

5. Save the change

   Tap Save.

6. Tips

   You can't change your own role, so ask another admin to do it for you. Servicebay always needs at least one Admin, so you can't demote or remove your only Admin until you make someone else an Admin first.