Settings · Team and seats
What can each role do?
ComputerOpen Settings, then Team & seats, each member's role is on their row.
PhoneOpen Settings, then Team & seats, same rows.
The owner sees everything, including the pages that carry personal financial information. A team member sees the operational side and never the owner's Wealth page, on either form factor. Roles are set when you invite someone and can be changed later from the same screen.