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

  1. Go to Account Settings → Team Members.
  2. Click on the Team Member you wish to modify.
  3. Check/Uncheck the box for ‘Admin Access for…’, and save.