Team & Permissions
Invite your colleagues and control what each one can access with role-based permissions.
Invite team members
Go to Settings → Team and invite people by email. They receive an invitation, set their own password, and join your workspace.
Your plan includes a number of seats (5 on Starter, 15 on Growth). You can add extra seats — see Plans & Pricing.
Roles & permissions
Different roles see different menus and data. For example, a salesperson may see only their own customers, while an owner sees everything.
If a teammate can't see a menu or record, it's usually a permission setting — an admin can adjust their role.
Manage roles & members
From Settings → Team, owners and admins can:
- Change a member's role — pick a different role from the dropdown next to their name. Their access updates immediately.
- Create a role — add a new role by name in the Roles section. New roles start from the Salesperson permission set.
- Remove a member with handover — when you remove someone, you choose another member to hand over their records to. All documents that member created are reassigned to the person you pick, so nothing is orphaned.
TIP
Fine-grained permission editing (the full permission tree) is not available in the global edition — it's managed on the web admin. In JennyERP you assign access by choosing a role, not by toggling individual permissions.
Good to know
- Data is scoped by role, so people see what's relevant to them.
- Removing a team member frees up their seat; their records are handed over, not lost.
- Owners/admins manage roles from Settings.