Team
Manage your team members and permissions.
4
Team members
1
Pending invites
2
Owners & admins
Members
A list of all team members with access to your workspace.
JD
John Doe
ActiveOwnerjohn@example.com
SC
Sarah Chen
ActiveAdminsarah@example.com
MJ
Marcus Johnson
ActiveMembermarcus@example.com
ER
Emily Rodriguez
PendingMemberemily@example.com
Role permissions
Overview of what each role can do in your workspace.
Owner
- Full account access
- Manage billing
- Delete workspace
- Manage all members
Admin
- View all transactions
- Manage linked accounts
- Invite members
- Export data
Member
- View transactions
- Create budgets
- View analytics
- Use AI insights