The team owner can modify each team member's permissions:
Go to the "Team" tab.
In the "Role" column, click on the dropdown menu to the right of the relevant member to adjust their permissions.
What are the different roles in a team?
Captain
The captain manages the subscription payments and can:
Access invoices
Modify the subscription
Transfer team ownership to another member (with their prior approval)
Fully manage the team: add/remove members, adjust permissions, manage duplicates, import data, and access member interfaces
Administrator
An administrator has all captain permissions, except those related to subscription payments. Therefore, an administrator cannot:
Access invoices
Modify the subscription
Transfer team ownership
Member
A member has limited access to team information and can:
View other team members
View team statistics
View individual statistics for each member
Customizing permissions
The team captain and administrators can customize permissions for individual members by clicking on ✨ Custom.
See other members: Allows your colleague to see other members in the team.
Access to team analytics: Allows members to view the consolidated statistics of the team.
⚠️ Without this permission, the "Analytics" tab will not be visible.
Access to member analytics: Grants access to individual member data.
⚠️ Without this permission, you can only view the team’s overall statistics, not individual member stats.
Add/remove members: Allows your colleague to add or remove other member in the team.
Update member permissions: Allows your colleague to update the permissions of the other member.
Manage duplicates: allows your colleague to see and manage team duplicates.
Import with Team duplicates: Allows your colleague to import without checking for duplicates in the app of the other members.
Import in members' app: Allows your colleague to import prospects in the member’s app.
Access to members' app: Allows your colleagues to access to the member’s app.