Every member of your company has one of three roles, and may additionally be marked view only.
Head office — full access to every application and every setting, including Team & branches, the audit log and company settings.
Branch management — access to the branches assigned to them, and to the members within those branches.
Agent — access to applications in their assigned branch, plus any application not yet assigned to a branch.
All roles can add tenants and send invitations. Two capabilities have finer rules:
Confirm rent details — available to agents only where it has been enabled for their branch (Team & branches → branch settings).
Invite and manage colleagues — head office manages everyone; branch management manages members of their own branches only.
A member marked view only has read-only access within their scope, whatever their role.
Roles are changed from Team & branches → ⋯ → Change role and take effect as soon as they are saved. Applications and invitations are unaffected. One member is the account owner; only the owner can transfer ownership.
