Companies & Team
What this guide covers
Open Companies & Team, choose a role template or Custom, then select permitted module actions such as view, create, edit, delete, approve, export or manage where available.
How to do it
Open Companies & Team, choose a role template or Custom, then select permitted module actions such as view, create, edit, delete, approve, export or manage where available. Save the invitation or member changes.
Good to know: Permissions are enforced by the backend, not only by hidden menu items.
Need another guide?
Use the search above or browse all categories. Menu availability depends on your company permissions and plan.
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