What's new

Owners and Admins can now configure exactly what team members are allowed to do, independent of which clients they can see. A new Permissions tab in Settings provides toggle controls for four capabilities:

• Can Create: Add new clients, documents, and tasks
• Can Edit: Modify existing clients, documents, and tasks
• Can Delete: Permanently remove items
• Can Archive: Move items to the archive

Each capability can be independently enabled or disabled per team member.

How it works with roles

Role	Capabilities
Owner	All enabled (hardcoded)
Admin	All enabled (hardcoded)
Member	Configurable via Settings
Viewer	All disabled (hardcoded)

Owners and Admins always have full access - their capabilities aren't stored or configurable. Viewers never have any capabilities. Members are the configurable middle ground.

Automatic management

Capabilities are managed automatically when roles change:

• Promoting someone from Member to Admin removes their capabilities record (they get hardcoded full access)
• Demoting someone from Admin to Member creates a capabilities record with sensible defaults

Where to find it

1. Go to Portal → Settings
2. Click the "Permissions" tab (visible to Owners and Admins only)
3. Toggle capabilities for each team member in the table