Understanding Team Roles and Permissions
Learn what each team role can do in Local Business Pro: Owner, Admin, Editor, and Viewer permissions explained.
Quick Answer: Owner has all permissions and can't be changed. Admin can manage everything including team. Editor can work with content but not manage team. Viewer can only view data.
Role Permissions Summary
- Owner - Full access, manage billing, delete account
- Admin - Full access, manage team, access billing
- Editor - Create/edit content, can't manage team or billing
- Viewer - Read-only access to all data
What Each Role Can Do
- All roles can view conversations, contacts, jobs, and data
- Editor and above can create estimates, jobs, contacts, invoices
- Admin and above can invite/remove team members
- Owner only can change plans or delete the account
Frequently Asked Questions
Q: Can I create custom roles?
A: Custom roles are not currently available. Use the preset roles that best match each person's needs.
Q: Which role should I give to most employees?
A: Editor is appropriate for most daily users who need to work with customers, jobs, and invoices.
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Last updated: February 1, 2025