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6 paid seats on Business, at $79 a month each, and 1 invite waiting. An invite takes a seat once it’s accepted.
6 people in Acme: 1 owner, 1 admin, 3 members and 1 viewer.
Give each address a role. Paste a list into a field to fill a row for each.
2 people haven’t joined yet. 1 invite has expired and can be resent.
4 roles across 14 permissions. Your role is Owner.
| Permission | OwnerYour roleEverything, including billing and deleting the workspace. | AdminRuns the workspace: members, Stripe and inbox rules. | MemberWorks the accounts: notes, reminders and cancellations. | ViewerReads the numbers, without customers’ contact details. |
|---|---|---|---|---|
| Revenue | ||||
| See MRR, subscriptions and customers | Allowed | Allowed | Allowed | Allowed |
| See billing emails and invoices | Allowed | Allowed | Allowed | Not allowed |
| Export to CSV | Allowed | Allowed | Allowed | Not allowed |
| Accounts | ||||
| Write notes | Allowed | Allowed | Allowed | Not allowed |
| Send payment remindersEmails the customer’s billing contact. | Allowed | Allowed | Allowed | Not allowed |
| Change subscriptions and retry chargesChanges the subscription in Stripe. | Allowed | Allowed | Allowed | Not allowed |
| Mark inbox threads done or snooze themChanges the inbox for everyone. | Allowed | Allowed | Allowed | Not allowed |
| Workspace | ||||
| Invite and remove members | Allowed | Allowed | Not allowed | Not allowed |
| Change members’ roles | Allowed | Not allowed | Not allowed | Not allowed |
| Connect Stripe and Slack, and change inbox rules | Allowed | Allowed | Not allowed | Not allowed |
| Set up single sign-on | Allowed | Allowed | Not allowed | Not allowed |
| See the audit log | Allowed | Allowed | Not allowed | Not allowed |
| Change the plan and card, and see Ledgerly’s invoices | Allowed | Not allowed | Not allowed | Not allowed |
| Delete the workspace | Allowed | Not allowed | Not allowed | Not allowed |