What this covers: Gatheroo has three levels of access for team members: Owner, Admin, and Member. Setting the right role for each team member ensures people have access to what they need and nothing more.
Role overview
| Permission | Owner | Admin | Member |
|---|---|---|---|
| Manage billing and subscription | ✓ | ✗ | ✗ |
| Manage Global Settings (roles, branding, domain) | ✓ | ✓ | ✗ |
| Add and manage team members | ✓ | ✓ | ✗ |
| Create and edit all requests | ✓ | ✓ | ✓ |
| View requests assigned to them | ✓ | ✓ | ✓ |
| Add and manage contacts | ✓ | ✓ | ✓ |
Owner: There is one Owner per account (the Account Owner). The Owner has full access to everything, including billing and the ability to delete the account.
Member: Members generally cannot access Global Settings. Assign this role to staff doing day-to-day work in Gatheroo.
Admin: Admins can manage the account and team but cannot access billing or delete the account. Assign this role to senior team members or managers.
These default permissions can be amended.
How to change a team member’s role
- Go to Team members in the left-hand menu.
- Find the team member in the list.
- Use the role dropdown next to their name to change their role.
Controlling access to individual requests
Beyond account-level roles, you can also control who can access specific requests. See Control Who Sees Your Clients’ Information for details.