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Account & billing

Team roles & permissions

What owners, managers, and employees can access in the dashboard.

RoleCan do
OwnerBilling, company settings, API keys, delete account, all CRM actions
ManagerTeam invites (employees), customers, jobs, estimates, API keys
EmployeeAssigned jobs, limited customer visibility per job settings

Enterprise white-label subscribers use the same role model inside their branded CRM. The Enterprise hub itself is owner-only for reseller settings.