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Understanding User Types
Understanding User Types

How to use user types to grant free access to some users.

AJ Briley avatar
Written by AJ Briley
Updated over a week ago

When adding/editing a team member, you will choose between two user types:

  • Regular User Type: Ideal for full-time team members who need a ProLine number, email connection, and assignments to projects and events. Adding a regular user will incur additional charges as it requires an extra seat.

  • Limited User Type: Suitable for collaborators like CPAs or consultants who need access to the account but do not require full communication tools or project assignments. Limited users do not require additional seats, thus no extra charges are applied.

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