Team member permissions in B12

A guide to all the permissions available to team members.

Written by Meredith

As your team grows, you will want to invite other team members to your B12 account so you can more easily delegate business operations in a shared space. On the ‘Team’ pane (available on B12’s Professional and Advanced plans), you are able to customize what each team member can access by selecting their permissions before inviting them to log in. Permissions can be combined to find the right solution for each user.

Website: Manage website and content

Team members with Website permissions can:

Edit the website’s style and content
Manage domains
Publish the website
Create and send invoices
See analytics and SEO performance

Unless they also have Admin or Clients permissions, team members with Website permissions cannot:

Access “Your business” tools (Scheduling, Intake forms, Contact manager, eSignatures, Email marketing, Team)
Manage subscription or billing

Admin: Manage account, subscription, and team members

Team members with Admin permissions automatically have Website permissions. They also can:

Manage the B12 account and subscription
Manage team members
Connect a bank account and initiate payouts in the Invoicing and Online payments tool
Access the Contact manager
Create and edit appointment types
Add and remove team members to and from appointment types

Team members with Admin permissions cannot:

Connect a calendar to Scheduling
Create intake forms
Create contracts and request eSignatures
Create and send emails to contacts

Clients: Access Client Engagement tools

Team members with Clients permissions can:

Connect a calendar to Scheduling
Create intake forms
Create contracts and request eSignatures
Create and send emails to contacts