Roles: Admin vs Member

There are two roles:

• Member — runs audits, views the portfolio and reports, adds review notes, and changes their own password. (Most staff.)
• Admin — everything a Member can do, plus adding/editing properties and units, managing the team, billing, and firm settings.

If a button or menu (like Team, Settings, or + Add property) isn't visible to you, you're a Member — ask an Admin.