Anyone with your team's email can sign in. Roles add more.

Everyone on your team's email is a Member the moment they sign in. There is nothing to set up, and they appear on the People page after their first sign-in.

1. Open Manage, then People.
2. Tick the roles a person needs and press Save.
3. Someone outside your email, like a contractor: use Add a Guest with their name, email and roles.
4. To keep someone to certain clients, open Clients on their row, tick those clients and press Save. Leave it empty and they see every client. They always see the clients they are account manager of, and Owners, Admins, Operations and Commercial always see every client.
5. When someone leaves, press Deactivate. Their access ends at once, and it can be undone.

• Member: the clients, the Stak and the Library.
• Operations: the management shelf (team roster, assignments, how the team runs). Can add clients and approve a built Stak.
• Commercial: client terms, agreements and finance.
• Admin: the People page and the Queue. Can also add clients.
• Owner: the Account page (the plan, the card, invoices).