Personnel

Manage your team, roles and access across Nextleaf Studio.

Team members

Active accounts

Open team tasks

Person	Job title	Admin access	Account
Aaron aaron@example.com	Owner	Owner · Admin	Active
Emma Williams emma@example.com	Finance	Admin	Active
Liam Naidoo liam@example.com	Sales consultant	Member	Active
Mia Jacobs mia@example.com	Operations manager	Member	Active
Noah Adams noah@example.com	Developer	Member	Active
Popup Test popuptest@example.com	Estimator	Member	Invited
Sarah Petersen sarah.petersen@example.com	Administrator	Member	Invited

Add person

Full name

Work email

Phone (optional)

Job title (optional)

Department (optional)

Administrator access

Admins can edit Prices, Personnel, Books and settings.

A job title never grants this. Only this switch does.

User permissions

Work, Team chat

Send invitation email (demo preview; nothing is sent)

Choose what this person can see and do. Administrators always have full access.

Start from:

Module	View	Create own	Edit own drafts	Edit
Clients	Yes	–	–	Yes
Quotes	Yes	Yes	Yes	–
Prices	Yes	–	–	–
Personnel	Yes	–	–	–
Books	Yes	–	–	–
Work	Yes	–	Yes	Yes
Sales	Yes	–	–	–
Suppliers	Yes	–	–	–
Automations	Yes	–	–	–
Team chat	Yes	–	–	–

Prices, Personnel, Books, Suppliers, Sales and Automations can only be changed by administrators, whatever is ticked here.