Account Roles: Owner, Admin, Member

​​Owner: full access. Can manage the team, change anyone's role, and make other people Owners. A company can have more than one Owner.

Admin: has access to all company projects by default and can manage the company team, including inviting people, removing members and promoting Members to Admin. Admins can’t assign the Owner role or change an Owner’s role.

Member: can work on projects they’re included in, respond to quote requests and add existing company colleagues to those projects. Members manage their own account and notification preferences. They can view the company team list but can’t invite people to the company, remove company members or change company roles.

Owners can promote other people to Owner, Admins can't. Every company needs at least one Owner at all times: if you're the only Owner, you can't remove yourself or step down until you've made someone else an Owner first.
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Members manage their entire My Account themselves, photo, name, title, phone, territory, LinkedIn, email, and password.
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Territory only works if the company has territories set up in Settings → Company, done by an Owner or Admin. If it hasn't, the field sits greyed out until it has.

To invite people, change someone's role or remove a team member, see Settings: Team – adding and managing team members.

Your company role and membership of a project are separate from the permissions set by the designer. Being on a project lets you collaborate; the designer controls which pricing, product details, quantities and new products you can suggest.

For adding colleagues to a project and troubleshooting missing access, see Navigating your projects. For locked quote fields, see Understanding your quote permissions.