The team page is where you can invite your team to Anchor and choose from three different levels of roles to assign to them.
To send an invite:
Go to Settings -> Team
Click Invite a Team Member
Add your team member's details and set their role
Click Send invitation
Setting team member roles:
Every role comes with a set of permissions, so you can control who is able to manage your clients and make changes to your business. It is possible to update the roles of your team members if their access needs change.
Roles types:
Owner - has access to everything in the account.
Admin - can change everything except the bank account in the account.
Members - have access to everything needed to manage a client relationship. They can create and edit clients, send proposals, edit or terminate agreements and manage billing. They can’t change your business settings, service library, proposal templates, team, or integrations and also don’t have visibility into your payouts and billing.
Changing a team member's role:
Go to Settings -> Team
Select a team member and click Change role
Set the team member's role