WORKSPACE SETTINGS · FREQUENTLY ASKED QUESTIONS · MEMBERS ROLES
How do I invite an admin member and manage their billing access?
To invite someone as an Admin: 1.
To invite someone as an Admin and manage their billing access:
- In the left sidebar, click Settings.
- Click Members under "Workspace" in the left menu.
- Find the "Invite Member" card at the top of the page.
- Enter their email address in the email field.
- Select Admin from the role dropdown.
- Click Send Invite.
The person will receive an email invitation. Once they accept and join the workspace, they'll have Admin access.
About billing access: Only Owners can view and manage billing information. Admin members cannot access the Billing page - it won't appear in their left menu. If you need someone to manage billing, you must give them the Owner role instead of Admin.
| Role | Can View Billing | Can Manage Billing |
|---|---|---|
| Owner | Yes | Yes |
| Admin | No | No |
| Member | No | No |
| Client | No | No |
To change someone's role after they've joined:
- Go to Settings → Members.
- Find the person in the members list.
- Click their current role dropdown.
- Select the new role.
- The change takes effect immediately.