Work as a team, with clear roles

Three roles

Every workspace uses the same three roles, so it is clear who can do what.

• Owner: everything an admin can do, plus deleting the workspace and transferring ownership
• Admin: billing, teammates, branding, workspace settings, data export and every client
• Member: day-to-day project work: files, updates, approvals and requests

Roles and permissions on Agency and above

On Agency and above, only owners and admins can create, edit or archive clients and invite or remove client contacts, while members keep working on files, updates, approvals and requests. On other plans, every team member can manage clients and contacts.

Seats per plan

Solo: 1 seat · Freelancer Pro: 1 seat · Studio: 3 seats · Agency: 10 seats · Agency Plus: 25 seats · Scale: 50 seats. Teammates join through an emailed invitation that expires if it is not used.

Account security

Team members sign in with email and password or a magic link, can turn on two-factor authentication with an authenticator app, and can review and sign out other sessions.

Audit log

On Agency Plus and above, the audit log shows sensitive actions such as role changes, invitations, deletions, exports, approvals and billing changes, with who did them and when. Events are recorded on every plan, so the history is there when you upgrade.