Member roles and permissions

Each member of a business has a role that determines what they can see and do in Sliptree. There are five roles, ranging from full access (Owner) to limited, scoped access (Sales Representative).

An Owner or Admin can change a member's role at any time from Business settings → Members. See Managing business members for the invite, role-change, and removal workflows.

Owner

The creator of the business is automatically the Owner. There is exactly one Owner per business, and ownership cannot currently be transferred.

• Full access to everything an Admin can do.
• Only the Owner can delete the business.

Admin

An Admin has full operational access to the business.

• Can invite, remove, and change the role of other members.
• Can access billing, business settings, integrations, and all content.
• Can create, edit, and delete invoices, estimates, customers, products, and transactions — regardless of who originally created them.

Member

A Member is a standard back-office user.

• Can create, edit, and delete invoices, estimates, customers, products, and transactions.
• Cannot access business settings, billing, or member management.
• Sees everything the business has — there is no scoping for Members.

Viewer

A Viewer has read-only access to most of the business.

• Can view invoices, estimates, customers, and products.
• Can leave comments, and delete their own.
• Cannot create, edit, or delete records, and cannot access business settings.

Sales Representative

A Sales Representative is the only role with row-level scoping — what they see is limited to the customers, invoices, and estimates that belong to them.

• Customers — they see the customers assigned to them, plus any customer without a salesperson (the shared pool).
• Invoices and estimates — they see only the ones they created. Drafts and sent documents from other team members are completely hidden.
• Can create, edit, and delete their own records — but not anyone else's.
• Cannot access business settings, billing, or member management.

For details on how customer assignment, the shared pool, and bulk reassignment work, see Sales Representatives: scope and customer assignment.

Summary

The roles, ordered roughly from most to least access:

1. Owner — full access; can delete the business.
2. Admin — full operational access; manages members and settings.
3. Member — full content access; no settings.
4. Sales Representative — scoped to own customers, invoices, and estimates.
5. Viewer — read-only.