This article explains how to view and update team member permissions in your business account. You need admin access to make these changes.
There are three permission types available:
Billing — permission to set up billing information and view invoices
Company Purchases — permission to purchase title searches
Admin — full permission, including the ability to invite and remove team members
How do I update a team member's permissions?
To manage a team member's access, follow these steps:
Click your profile icon in the top right-hand corner of the app and select Business Account.
Select the My Team tab.
Under Active Members, find the team member and click the three-dot menu on the right-hand side.
Select Edit.
Use the toggles to turn Company Purchases, Billing, and Admin access on or off.
How do I edit the permissions of a team member who has admin access?
To modify permissions for a team member who currently has admin access, you need to remove their admin access first before adjusting their other permission settings.
If you need help managing your team, start a live chat with our team from within the platform.