Available on the Teams and Enterprise plans.
Available Roles
| Role | Description |
|---|
| Owner | Full access to all settings, billing, users, and data. Only one owner per account. |
| Admin | Manage users, templates, teams, contacts, and settings. Cannot modify billing. |
| Member | Use their own digital business card and manage their personal contacts. No admin access. |
Role Permissions
| Permission | Owner | Admin | Member |
|---|
| View own profile | Yes | Yes | Yes |
| Edit own profile | Yes | Yes | Yes |
| View own contacts | Yes | Yes | Yes |
| View all users | Yes | Yes | - |
| Create/edit users | Yes | Yes | - |
| Manage templates | Yes | Yes | - |
| Manage teams | Yes | Yes | - |
| View team contacts | Yes | Yes | - |
| Export all contacts | Yes | Yes | - |
| Manage billing | Yes | - | - |
| Manage plan | Yes | - | - |
| Delete account | Yes | Yes | - |
Changing a User’s Role
Go to Users
Navigate to the Users section in your admin dashboard.
Select the user
Click on the user whose role you want to change.
Update their role
Select the new role from the dropdown and save.
