Getting Started3 min read
How to add team members and set permissions
Invite staff, set roles, and control who can create or view invoices.
Overview
Nobevra supports team collaboration with role-based access control. You can have unlimited team members on paid plans.
Inviting a team member
Follow these steps:
- 1Go to Settings > Team & Workspace.
- 2Click "Invite Member".
- 3Enter their email address and select their role: Admin, Manager, or Staff.
- 4Click "Send Invite". They will receive an email to join your workspace.
Understanding roles
There are three roles available:
- 1Admin: Full access to all settings, team management, billing, and financial reports.
- 2Manager: Can create and send invoices, manage clients, and view reports. Cannot change billing or add team members.
- 3Staff: Can create draft invoices and log time entries. Cannot send invoices or view financial reports.
Pro Tip
For agencies, we recommend giving Account Managers the "Manager" role and junior creatives the "Staff" role.
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