# Set roles and admin permissions

> Make a teammate a Member, Admin or Owner, and choose exactly which firm-level permissions an Admin gets.

Source: https://docs.moodiri.com/settings/set-roles-and-admin-permissions

## Why use it

Not everyone who helps run the firm should see everything. A studio manager may need to manage billing but not payouts; a bookkeeper may need integrations but not branding. Roles and admin permissions let you hand over exactly those jobs, and take them back when someone's work changes.

## When to use it

- **Promoting a teammate.** Make a Member an **Admin** when they start helping run the firm.
- **Delegating one job.** Give an Admin **Custom** access with only, say, **Subscription billing** or **Integrations**.
- **Sharing ownership.** Make a business partner an **Owner**.

To add someone new with a role already set, use [Invite people](https://docs.moodiri.com/settings/invite-people) instead.

## Before you start

- You are an Owner. The **Role** list and admin permissions are unavailable to everyone else.
- The teammate is active. People under **Without a seat** must be reactivated first.
- Open **Settings**, then choose **Team**.

## Steps

![Team settings listing Maya Chen as Owner and Sophie Martinez and Ryan Nakamura as Members, each with an edit button for changing their role.](https://docs.moodiri.com/shots/settings--set-roles-and-admin-permissions-1600.webp)
Same screen with numbered callouts: https://docs.moodiri.com/shots/settings--set-roles-and-admin-permissions-annotated.webp
1. On **Team**, choose the pencil button on the teammate's row, here Sophie Martinez.
2. The **Role** list sets what they can do. Only an Owner can change it, and never for themselves.
3. Pick **Admin** to let them help run the firm. The admin access choices appear below.
4. Choose **Custom** to hand over only the jobs this Admin needs.
5. Tick each permission, for example **Subscription billing**. Custom needs at least one.
6. Choose **Save changes**. The new role and access apply at once.

## Roles

- **Owner.** Every permission. Owners manage everyone, including other Owners and Admins.
- **Admin.** Helps run the firm and manages ordinary Members. What else they can do depends on their admin access.
- **Member.** Day-to-day project work.

## Admin permissions

With **Custom**, pick from the permissions an Owner can delegate:

- **Firm settings.** Firm profile, branding and workspace settings.
- **Client-facing identity.** Which teammate represents the firm to clients.
- **Project managers.** Assign project responsibility to teammates.
- **Invoice copy settings.** Who receives invoice email copies.
- **Subscription billing.** Seats, payment methods and the Moodiri subscription.
- **Payouts.** Stripe payout and connected-account settings.
- **Integrations.** Connect and manage integrations such as QuickBooks.
- **Time tracking.** Time settings, assignments, approvals, and calendar connections.
- **Delete clients.** Permanently remove client records.
- **Delete projects.** Permanently remove projects.

The team list shows each Admin's level, for example **Custom Admin · 2 permissions**. Ownership safeguards stay with Owners whatever you choose.

## What happens next

- The new role and permissions apply as soon as you save.
- The teammate's row on **Team** shows the new role and admin level.

## Limits

- Only an Owner can change roles or admin permissions.
- Nobody can change their own role.
- A firm must keep at least one active Owner.
- **Custom** access needs at least one permission.
- Login emails can't be changed here. Invite the new address instead.

## Troubleshooting

- **You can't change your own role. Ask another Owner.** Another Owner has to make the change.
- **Your firm must keep at least one active Owner.** Make someone else an Owner before changing this one.
- **This teammate changed while you were editing. Reload and try again.** Someone else saved a change first. Reload the page and edit again.

## Questions

### Can an Admin change someone's role?

No. Only an Owner can change roles or Admin permissions. Admins can edit a Member's name and title.

### Can I make someone else Owner?

Yes. Choose **Owner** as their role. A firm can have more than one Owner, and must always keep at least one active Owner.

### Can I change my own role?

No. Ask another Owner to change it.