Team, Members & Permissions
Bring your people in — with the right access.
Invite members to the app, organize them into team roles, and control exactly what each person can see and do.
Permissions can be set per project, page, or form — your bookkeeper sees billing, your assistant sees tasks, your client sees their project.
What you get
- Invite members by email
- Team roles for clean, consistent access
- Permissions per project, page, form, and more
- Clients, helpers, and staff each see only their part
Ready to get started?
Tell us about your project and we will follow up with next steps.