Member Roles and Permissions

When you add a new team member to your Quenza workspace, you can assign one of three permission levels. Each level defines what the member can access and manage within your workspace:

Member

Members have full access to their own personal space, including all workspace clients, activities, tasks, and notes. However, they cannot make changes to workspace-wide settings or manage other team members.

Manager

Managers can perform almost all actions the workspace owner can, including managing clients, creating content, and editing settings. They cannot delete the workspace account.

Billing Manager

Billing Managers have access only to billing and subscription settings. This role is ideal for someone who handles invoicing or payments but doesn't need access to client or workspace content.