Choose the appropriate level of account access for each of your team members.

Team members can be assigned one of three roles: Basic, Accountant, or Admin.

The role you select determines the level of access your team member has to your workspace.

A user's role is determined on a per-workspace basis. Inside of any Dubsado workspace, your current role is listed in the top left corner, underneath the workspace's name.

No matter which role you select, team members cannot access or change your:

On the main Projects page, Basic team members only have access to assigned projects and tasks. Basic team members cannot create new projects.

Basic team members will not have access to the brand-wide inbox or settings. They will only see calendar events associated with projects or tasks to which they have been assigned.

Under Contacts, Basic team members can only view contacts whose projects they are assigned to.

By default, Basic team members can perform the following actions inside an assigned project:

When adding or editing a Basic team member, you can grant additional permissions to expand their access:

Contracts: enables access to view, edit, and send the contract on assigned projects.

Invoices: enables access to the Invoicing tab inside assigned projects, allowing the team member to view, create, edit, and send invoices to the client.

Templates: enables access to add email templates, contracts, forms, and flows to a project. Basic team members can edit these items after adding them to a project, but their edits will not affect the original templates.This permission does not grant access to scheduler templates.

Accountant team members have view-only access to specific financial areas of your account—they are unable to make any edits.

An Accountant will have access to only two main areas: the Home page and Invoicing.

On the Home page, Accountants will only see the Finance Reports widget and the Invoices widget.

Within the main Invoicing page, Accountants will only see the Invoices tab and the Transactions tab. They will not have access to recurring invoices, time tracking, packages, discounts, payment plans, payment settings, or invoice appearance.

An Admin team member will have access to almost everything in your account, including all of your projects, reporting, and templates.

There are some limitations for Admin team members:

To add, edit, or remove team members, head to Settings → Team members.

You can add up to three team members for free. From the Team members area, you can invite new members, change existing team members' roles and permissions, or remove team members from your brand.

Groups allow you to organize team members for efficient bulk assignment of tasks and projects. Instead of assigning items to team members one at a time, you can assign to an entire group at once.

To create and manage groups, head to Settings → Team members.

Yes. Head to Settings → Team members and click the three dots on the right side of their entry in the list. Then, click Edit member. You'll be able to choose a different role or adjust their current permissions.

Each team member can control their own notification settings for each brand they have access to. Team members will only have control over notifications appropriate to their role and will not receive notifications for areas of Dubsado that their role does not give them access to.

No. Only one email account may be connected per brand. Team members will not be able to send messages from their own email accounts in your brand, but they will be able to see replies from clients while inside Dubsado.

While each team member can connect their own calendar account to Dubsado, the Dubsado scheduler only integrates with the brand owner's calendar. You will not be able to create different schedulers for different team members, or automatically assign appointments to different team members based on their availability. Team members cannot see each other's calendars.

Team members can be manually assigned to projects or tasks by adding that team member as an assignee within a project.

You can also automatically assign projects to a team member by configuring a lead capture form's settings. With a team member selected in the Team member setting of the form, new projects created by the form will automatically be assigned to your chosen team member(s).

Use the Groups feature to organize team members into groups. Once a group is created, you can assign projects or tasks to the entire group rather than selecting team members individually. To set up groups, head to Settings → Team members and click the Groups tab.