Your team

Admin vs Standard roles

Two roles, kept simple. Admins change settings. Standard users work the register and activity without touching the workspace controls.

2 of 6 in Your team

Plan: Multi-user roles on Growth+. Starter is one seat (you are Admin/owner).
Settings banner noting Admin only — Standard users cannot change settings
Showcase book · Harbour Print & Signage (sample data) · light theme

On Settings, the product states it plainly: Admin only — Standard users can't change settings. That is the whole permission model for the workspace.

What each role can do

TaskAdminStandard
View invoices, debtors, reminders, activity, reportsYesYes
Chase, approve Firm/Final, work disputes and repliesYesYes
Change business settings, defaults, notificationsYesNo
Invite, change roles, archive users, transfer ownershipYesNo
Issue or revoke API keysYesView only
Halt or resume all sending (kill switch)YesSee status only

Change someone's role

  1. Open Settings → Team as Admin.
  2. Find the person in the list (not the Owner badge row if you are only adjusting staff).
  3. Pick Admin or Standard from their role control.
  4. Press Save role.

The change applies on the next action they take. There are no custom roles and no per-screen permission matrix.

Owner is special

The original account is the Owner. It is an Admin who cannot be archived or demoted in place. To hand the company to someone else, promote another Admin with Make owner — see transfer ownership.

What this will not do

  • Standard is not a read-only guest mode. They can still act on invoices and debtors; they just cannot reconfigure the business.
  • There is no SSO or custom RBAC on normal plans.

PayBlah is accounts-receivable automation software. You remain the creditor. Confirm local rules with your own advisor for your territory (US, UK, Ireland, or Australia).