When you invite a member of your team to your Recap workspace, you assign them a role that controls which parts of the workspace they can access. There are three roles.
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Owners have full administrative access, including managing clients, inviting and managing team members, configuring workspace settings, and overseeing plans, licences, and billing.
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​This role is suited to the people responsible for running the accountant workspace — typically the practice owner or a senior administrator.
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Admins have the same access as an Owner, with one exception — they cannot access the Billing screen or make changes to payment details.​

​This makes the Admin role a good fit for senior team members who manage clients and the team day-to-day, but who do not need oversight of billing.
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Members can view and edit all client portfolios in the workspace. They do not have access to team management, workspace settings, plans, licences, or billing.​

​This role is suited to team members whose work is focused on client portfolios rather than administrative tasks.
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You assign a role when sending an invitation. Roles can be changed at any time from the Members screen — see our guide to managing your team members.