Help / Agency and team
Team roles: change a role or remove someone
What Owner, Staff and Member can do, how to switch a person between Staff and Member, and what removing someone does.
Who can do this: The agency owner, an admin or a superadmin.
Steps
- Open Settings > "Agency & team". The table lists Name, Email, Role, State and Joined, with the owner first.
- To change a role, use the Role menu on the person's row and choose Staff or Member. It saves at once.
- To remove someone, choose "Remove" on their row. There is no confirmation prompt.
- To bring a removed person back, invite their email address again.
What you will see
- "Role updated." or "Member removed." appears above the table, and the State column shows Removed for a removed person.
- A removed person can still sign in but sees nothing of your agency. Nothing they created is deleted.
- Owner: the person who signed the agency up. Can manage the team, save business-wide settings, publish Terms and Conditions, and is the only role that can manage billing. Staff: works on money and email like the owner but cannot manage the team, business settings, billing, skills or the activity log. Member: can use messaging but does not see the money tiles, the Payments due card or Finance, and cannot record money.
Common problems
I cannot make someone an owner or admin.
Only Staff and Member can be assigned in the app, and only between each other. The owner's role cannot be changed.
"The last owner cannot be removed." or "You cannot remove yourself."
Both are refused by the app.
A page or button is missing for someone on my team.
Access to creating and editing leads, clients and trips depends on permissions your CloudCape administrator sets up. Ask them if a team member cannot see something they should.
Related
This article describes CloudCape as it works today. If your screen differs, get in touch.
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