Team & roles
Control who can do what inside a Business.
Last updated 2026-09-01
What it is
Roles define permission sets for a Business. Team membership links users to the Business with a role. Invitations assign a role_id when someone joins. Roles and Business settings are managed in the browser session — they are not available as Integration Application scopes.
Who can access
Owners and members with role/team administration permissions can create roles, update members, and remove users from the Business. Ordinary members see what their role allows across modules.
How to
Roles
- Create a role with the permission matrix your Business needs
- Update or delete roles carefully — invites and members may reference them
- List roles before sending invitations so you have a valid role_id
Team members
- List members under Team
- Update a member’s role or related fields when permissions change
- Remove a member from the Business when access should end
Constraints
- No roles, business settings, dashboards, or applications management via Integration API credentials
- Invitation flow requires an existing role_id
- Removing a user from a Business does not delete their Application user account