Your team and roles
Invite people, choose their role, and deactivate accounts when someone leaves.
Roles
| Agency admin | Agency member | Client user | |
|---|---|---|---|
| Work the board, comment, log time | Yes | Yes | Their own requests |
| Internal notes and tags | Yes | Yes | No |
| Quotes, handoffs, meetings, Armoury | Yes | Yes | Answer quotes, see handoffs |
| Invite client users | Yes | Yes | No |
| Invite agency staff | Yes | No | No |
| Add clients and projects | Yes | No | No |
| Archive tickets | Yes | No | No |
| Billing and Slack | Yes | No | No |
| Change other people's time | Yes | No | No |
Inviting people
Go to Settings → People, enter an email and pick Agency admin, Agency member or Client user (and the client's company). They get an email to join. Team members set their name and, if they like, a password.
Paid plans are billed per team member; seats update by themselves as people join or leave. Client users are always free.
When someone leaves
Deactivate cuts their access at once and keeps everything they did. Reactivate brings them back. You can't deactivate yourself.
A client user who also works with another agency is only removed from your companies, so their other work isn't affected.