cypress

understand the five roles

owner / admin / manager / staff / viewer — each role ships with defaults for which apps a teammate can see and what they can do inside them.

3 steps~2 min
  1. 1

    owner

    the person who set up the business. full access to everything. the owner role can never be changed or removed — it's pinned to one account.

  2. 2

    admin / manager

    near-full access. admin can invite teammates and change roles; manager can run the business day-to-day but can't manage seats.

  3. 3

    staff / viewer

    staff can do the work — clock in, send invoices, take bookings — but doesn't see payouts or company finances. viewer is read-only, useful for an accountant or an investor.

    tip

    a bookkeeper usually wants viewer + sycamore + katydid + pawpaw read access. you can override the staff defaults per-app — see the next article.

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