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 full access to the account.
Admin - Has full access to account except for the ability to change the bank account used for deposits.
Member - Has access to everything necessary to manage client relationships. They can create and edit clients, send proposals, modify or terminate agreements, and manage billing. However, they cannot change business settings, service library, proposal templates, team, or integrations, and they do not have visibility into payouts.
Changing a team member's role:
Go to Settings -> Team
Select a team member and click Change role
Set the team member's role