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What steps should I take if I want to change a team member’s role?

What steps should I take if I want to change a team member’s role?

Updated this week

Vivid Business offers four roles with varying permissions, depending on your account type. For example, you can invite an Admin, an Assistant, and an Employee with a General Business account, while a Freelancer account only allows you to invite an Assistant and an Employee.

Here’s a quick overview of the roles:

  • Owner: The person who starts the Business Account application and has full access and permissions to the Business Account.

  • Admin: A team member invited during setup with full access and permissions, just like the Owner. Please note that this role is only available for General Business accounts.

  • Assistant: A team member with view-only access and limited permissions.

  • Employee: A team member who can only use corporate card assigned to them with very limited visibility on the business account.

For more details, visit this page.

If you'd like to update your role or change a team member’s role, please contact our Customer Support team via Live Chat or email at [email protected]. Our team is available 24/7 to assist you.

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