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Roles: what each person can see

Four roles, one ladder. Team members see their own work; team leads see the floor; managers run it; owners see everything including the account.

Who can do this
Owners only
Where to find it
Dashboard > More > Team > a person > Role
  1. Step 1: Open the person's record in Team.
  2. Step 2: Change Role and press Save.

Check it worked: Their dashboard shows or hides pages to match. The full table is under Reference.

Last reviewed 22 October 2026 by Sam. Something look different? Open More, then Report Issue in your dashboard and name this guide.