Admin Access
What is Admin Access?
Team Members may be given Admin Access, which allows access to ALL areas of an account, including Account Settings.
Access Levels
| Account Owner | Admin Access | Non-Admin | |
|---|---|---|---|
| Edit (Own) Profile | |||
| Create/Edit Quotes | |||
| Create/Edit Contacts | |||
| Create/Edit/View Templates & Items | - | ||
| Access Account Settings | - | ||
| Receive Billing Emails | - | - |
Add/Remove Admin Access
- Go to Account Settings → Team Members.
- Click on the Team Member you wish to modify.
- Check/Uncheck the box for ‘Admin Access for…’, and save.