By default, team members cannot view or edit your company information or add additional legal entities to your account. To give a team member this ability, you need to assign them the Manage companies permission.
Plan requirements
Managing user permissions is available on the Studio and Professional plans. On other plans, only the account owner can manage the team.
What team members can do
Team members without the Manage companies permission cannot view or edit the existing company information at all.
Team members with the Manage companies permission can:
Manage your company information
Manage which team members are associated with the company
Add additional legal entities (Professional plan or add-on only)
How to assign the "Manage companies" permission
You need to be either the account owner or a team member with the Manage team permission to do this.
1. Enter the settings
Click Settings in the left-hand menu, then click Our Team.
2. Find the team member you want to update
Click the three dots next to their name.
3. Open their settings
Tick the Manage companies checkbox.
4. Click Save.
The team member can now edit the existing company information and, if you are on the Professional plan or have the add-on, add additional legal entities.
Tips & tricks
Only assign the Manage companies permission to team members who need to update company details or manage legal entities on your account.
Not sure which permissions to assign? See Understanding permissions for a full overview.