Roles and permissions
The four roles inside a business, what each can do, and the one distinction that matters most — which of them can commit the business to something binding.
A verified business is rarely one person. Adding your team means enquiries reach whoever should handle them, and it means nobody is sharing a login.
The four roles
| Role | For |
|---|---|
| Owner | Whoever the business ultimately belongs to |
| Admin | Running the business's presence day to day |
| Sales agent | Working enquiries and bids, without control of the business |
| Accountant | The financial side — billing, invoices, reconciliation |
The split is by what someone needs to do, not seniority. An accountant who never touches a listing does not need to be an admin to see the invoices.
Who can commit the business
Only owners and admins can bind the business
Registering for a trade show, signing up as a sponsor — anything that commits the business to an obligation — is restricted to owners and admins. A sales agent can work enquiries all day and cannot commit you to a booth.
This is the distinction worth understanding before you assign roles. Everything else is convenience; this one is authority.
Sales agent is not a junior admin
Worth stating plainly, because the name misleads.
A sales agent works the commercial pipeline — enquiries in and out, bids — and does not get the business's control surfaces. No publishing the catalogue, no hosting tenders, no committing to anything.
That is not a demotion, it is the shape of the job. It also means you can add somebody who sells for you without handing them the business.
See Acting contexts for the related but separate question of which identity an action is taken as.
Adding people
Roles are what someone may do. Getting them into the business, and out of it again, is covered separately — see Inviting and removing people.
Settings
The general details, workflow preferences, organiser mode and update history behind a business — what each controls and which changes are reviewed rather than applied instantly.
Inviting & removing
How membership moves from invited to active to removed, time-bound access for contractors, what you record about a member, and why preferred contact details are handed to buyers.