---
title: Understanding Team member permissions
description: A guide to all the permissions available to team members.
---

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# Understanding Team member permissions

## A guide to all the permissions available to team members.

| ![static.intercomassets.comavatars337561square_128Meredith_Headshot-1462435312-1462487117-Apr-18-2024-02-53-22-9331-PM-modified](https://support.b12.io/hs-fs/hubfs/static.intercomassets.comavatars337561square_128Meredith_Headshot-1462435312-1462487117-Apr-18-2024-02-53-22-9331-PM-modified.png?width=60&height=60&name=static.intercomassets.comavatars337561square_128Meredith_Headshot-1462435312-1462487117-Apr-18-2024-02-53-22-9331-PM-modified.png) Written by: Meredith Last updated: 11 Jul., 2026 |   | Client Engagement permissions are only available to users with an active [Client Engagement seat](https://support.b12.io/en/client-engagement-and-seats?hsLang=en). |
| --- | --- | --- |

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.

### Understanding Team member permissions

On the Team pane, you can [customize what each team member can access](https://support.b12.io/en/articles/5915192-add-team-members?hsLang=en) by selecting their permissions before inviting them to log in. Permissions can be combined to find the right solution for each user.

![](https://support.b12.io/hs-fs/hubfs/image-png-Mar-10-2026-05-05-48-6837-PM.png?width=250&height=328&name=image-png-Mar-10-2026-05-05-48-6837-PM.png)

#### **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](https://support.b12.io/en/articles/4873760-getting-started-payments-and-invoicing?hsLang=en)
    - 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 \[B12 2.0\], Contact manager, eSignatures, Email marketing, Team)
    - Manage subscription or billing

#### **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](https://support.b12.io/en/articles/5915192-add-team-members?hsLang=en)
    - Connect a bank account and initiate payouts in the Invoicing and Online payments tool
    - Access the [Contact manager](https://support.b12.io/en/articles/2934439-what-is-the-contact-manager?hsLang=en)
    - Create and edit [appointment types](https://support.b12.io/en/articles/5729467-adding-appointment-types?hsLang=en)
    - Add and remove team members to and from appointment types

Team members with Admin permissions **cannot**:

- - Connect a calendar to Scheduling
    - Create intake forms \[B12 2.0\]
    - Create contracts and request eSignatures
    - Create and send emails to contacts

#### **Access Client Engagement tools**

Team members with Clients permissions **can**:

- - Connect a calendar to [Scheduling](https://support.b12.io/en/articles/2566306-adding-online-scheduling-to-your-website?hsLang=en)
    - Create [intake forms \[B12 2.0\]](https://support.b12.io/en/articles/5328340-creating-client-intake-form-pages?hsLang=en)
    - Create contracts and request [eSignatures](https://support.b12.io/en/articles/5380102-sending-contracts-and-collecting-esignatures?hsLang=en)
    - Create and [send emails](https://support.b12.io/en/articles/2934518-composing-and-sending-emails-with-b12-email-marketing?hsLang=en) to contacts

#### See also:

- [Adding team members](https://support.b12.io/en/articles/5915192-add-team-members?hsLang=en)

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