Team Members Roles and Permissions

Edited

Measure lets you control who can see and do what in your account. Each teammate gets assigned a role, and that role decides what they can access. Below are the built-in roles you can choose from.

Full Admin

This role includes complete READ and WRITE access to all features in the app:

  • Home

  • Customers

  • Sales: Proposals, Contracts, Payment Links, Agreements

  • Billing: Subscriptions, Invoices, Credit Notes, Payments, Recovery

  • Catalog: Products, Bundles, Usage Metering, Coupons, Entitlement

  • Commissions: Overview, Reports, Commissions Plans

  • Reports: Analytics, Financials, MRR Log, Credits Log

  • Integrations

  • Developers: API Tokens, Webhooks, Events, Objects, Requests

  • Settings

Sales Admin

This role only includes:

  • READ and WRITE access to:

    • Customers

    • Sales: Proposals, Contracts, Payment Links, Agreements

    • Billing: Subscriptions

    • Catalog: Products, Bundles, Usage Metering, Entitlements

Sales Rep

This role only includes:

  • READ and WRITE access to:

    • Customers

    • Sales: Proposals, Contracts, Agreements

  • READ access to:

    • Billing: Subscriptions, Invoices, Credit Notes, Payments, Recovery

Customer Support

This role includes:

  • READ and WRITE access to:

    • Customers

    • Sales: Proposals, Contracts, Payment Links, Agreements

    • Billing: Subscriptions, Invoices, Credit Notes, Payments, Recovery

    • Catalog: Products, Bundles, Usage Metering, Coupons, Entitlements

Accountant

This role includes:

  • READ and WRITE access to:

    • Integrations

  • READ access to:

    • Customers

    • Billing: Subscriptions, Invoices, Credit Notes, Payments, Recovery

    • Catalog: Products, Bundles, Usage Metering, Coupons, Entitlements

    • Reports: Analytics, Financials, MRR Log, Credits Log

    • Settings

Read-Only

This role includes READ access to all features in the app:

  • Home

  • Customers

  • Sales: Proposals, Contracts, Payment Links, Agreements

  • Billing: Subscriptions, Invoices, Credit Notes, Payments, Recovery

  • Catalog: Products, Bundles, Usage Metering, Coupons, Entitlement

  • Reports: Analytics, Financials, MRR Log, Credits Log

  • Integrations

  • Developers: API Tokens, Webhooks, Events, Objects, Requests

  • Settings

Measure also allows you to define custom roles that are appropriate to your company's and application's needs. Just reach out to our support team at [email protected].

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