Roles and permissions
Eventually uses role-based access control to determine what each team member can see and do. The admin team surface offers four roles: Owner, Admin, Support, and Viewer. In company settings, members can be designated as Admin or Member.
Admin team roles
The admin team page shows the following roles and module access:
Owner — Full access to all modules. Cannot be removed from the team. Only an owner can transfer ownership to another person.
Admin — Full access to all modules. Can manage team membership.
Support — Can view and manage accounts and use support tools. Cannot access revenue, subscriptions, referrals, team management, or billing and settings.
Viewer — Read-only access to the dashboard and accounts. Cannot access subscriptions, revenue, support tools, referrals, team management, or billing and settings.
Module reference
The admin team permission matrix covers these modules:
Dashboard
Accounts
Subscriptions
Revenue
Support tools
Referrals
Team management
Billing and settings
Company settings roles
In the company settings page, team members can be assigned as Admin or Member.
Ownership transfer
Only the team owner can initiate an ownership transfer. A pending transfer blocks any new handoff until the current invitation is canceled.
See Transfer ownership to a client for the full handoff workflow.