User Types
Organizations have an Organization Owner who has full account access. This user takes one seat by default in every product.
Note: Only the Organization Owner can purchase products, change plans, or remove Admins from their account. The organization owner cannot be removed from the account.
An Admin will have access to everything in the Organization. This includes the ability to manage users, change/view billing details, cancel/resume subscriptions, etc. Admins can invite additional Admins, but the only person who can remove an Admin is the Org Owner.
A User will only have access to the specific products they've been invited to and do not have access to anything else associated with the organization (i.e. ability to invite other users, ability to buy more products, ability to see invoices).
A Payments Admin can view invoices, make payments, and add and remove payment methods, but cannot manage users or subscriptions.
A Finance Manager can view invoices, but cannot manage payments, payment methods, users, or subscriptions.
We recommend choosing User unless you're inviting someone who needs the additional permissions of the other roles.
🚨 IMPORTANT: Some products require certain permissions to be set in-product. Roles from Hub sometimes do carry over to in-product roles when the permissions are extremely similar, but more advanced role options, such as those available in InventoryLab, may need to be set separately.