Team and seats · Seats
What roles can I give someone?
ComputerOpen Settings, then Team & seats and the role on each member's row. Access & permissions to widen one person.
PhoneOpen Settings, then Team & seats.
The job title you pick sets the access. Manager, Operations and Sales Rep are office seats: the operational pages, no owner pages. Technician and 1099 Contractor are field seats: their own jobs, the schedule, Ask Des, and nothing with money on it. Bookkeeper is its own seat: books, billing and customers, no outbound email, no pay rates — and it is the free one. Marketer and Partner are field seats too. Whatever the title, you can widen a person afterwards in Access & permissions without changing what they are called.