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How do I manage user roles and admin access?

Need to give someone admin access or remove it? Here's how to assign and remove admin roles for your team as a Company Owner.

Required role: Company Owner

Only the Company Owner can assign or remove admin roles. Here's how to manage access for your team.

Assigning an Admin Role

  1. Go to Manage Employees and find the employee you want to give access to

  2. Open their profile by clicking View, then click on Edit Employee

  3. Scroll to the Admin Permissions section, click the dropdown

  4. Select the role:

    • Company Admin — grants full company management access

    • Location Admin — grants access for a specific location (you'll be prompted to select the location)

    • Billing Admin — grants access to subscription and billing

  5. Click Save

Removing an Admin Role

  1. Go to Manage Employees and open the employee's profile

  2. Click on Edit Employee

  3. Go to the Admin Permissions section

  4. Find the role you want to remove and click the X to remove

  5. Click on Save Changes

Note: You cannot modify your own roles. Only another Company Owner can make changes to your access level.

Questions about managing admin roles?

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