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Change someone’s access level, job title or fee access (Owner)

For Owner

  1. Open Settings, then Team & access.
  2. Tap Change beside the person.
  3. Pick their access level. As the Owner you can make someone a Manager, or move a Manager to another level.
  4. Change their job title if you need to. Tick Sees fees and invoicing if they should see money.
  5. Tap Save. It takes effect the next time they open a page.

Nobody can change their own level, and the Owner’s own row can’t be changed here.

When it’s done

It says Saved, and their new level shows beside their name. A £ badge shows if they see fees and invoicing.

If it doesn’t work

  • There’s no Change beside someone: it’s your own row, or the Owner’s. Nobody changes those here.
  • It hasn’t changed for them yet: ask them to open another page, or sign out and back in.
  • It says Could not save that: someone else changed them at the same moment. Reload the page and try again.
The Owner changing someone’s access level, job title and fee access.