Skip to content
SL Help Center
SL Help Center

Team & Permissions

Overview

StudioLedger uses a role-based permission system. Each team member is assigned a role that determines what they can view and edit:

  • Owner ā€” Full workspace control, can invite/remove members, transfer ownership
  • Admin ā€” Can manage settings, templates, team, galleries, and documents
  • Member ā€” Can access and create galleries, documents, and project-specific items (with optional granular controls)

Roles & Permissions

StudioLedger has three primary roles. Each role inherits all permissions of lower roles.

Owner

Workspace owner with complete control:

  • Access all workspace settings
  • Manage billing and subscriptions
  • Invite, edit, and remove team members
  • Transfer workspace ownership
  • Create, edit, delete all documents and galleries
  • Access workspace integrations (Stripe, Dropbox, etc.)

Note: There is always at least one owner. If you're the only owner, you cannot remove yourself.

Admin

Administrative control without ownership:

  • Manage workspace settings (branding, notifications, etc.)
  • Create and manage templates (invoices, estimates, price sheets)
  • Manage team members (invite, remove, edit roles)
  • Create, edit, delete galleries and documents
  • View workspace analytics and reports
  • Access integrations

Cannot: Transfer ownership, manage billing, or access financial records of other members.

Member

Standard team member with optional granular controls:

  • Create and manage personal galleries
  • Create and manage personal estimates, invoices
  • Access forms, contracts, file transfers
  • View shared team galleries and documents
  • Optional: Access templates (if enabled)
  • Optional: Access settings (if enabled)

Granular Permissions: Admins can toggle additional capabilities like template management or settings access.

šŸ’” Permission Best Practice

Assign the minimum role needed. Most team members should be Members with selective permission grants. Reserve Admin role for team leads and Owners for primary business decision-makers.

Inviting Team Members

Add team members to your workspace with a few simple steps:

  1. Go to Settings ā†’ Team & Permissions
  2. Click "Invite Member"
  3. Enter their email address ā€” They must have a valid email to receive the invite
  4. Select their role ā€” Owner, Admin, or Member
  5. Configure optional permissions ā€” If Member, toggle additional capabilities (Templates, Settings access, etc.)
  6. Send invite ā€” An email invitation is sent immediately

āœ‰ļø Invitation Process

The invited person receives an email with a link to accept the invitation. They must sign in (or create an account) with the invited email address. Once accepted, they immediately have access to the workspace with their assigned role.

Managing Members

Modify roles, permissions, and access for existing team members.

Editing a Member's Role

  1. Go to Settings ā†’ Team & Permissions
  2. Find the member in the list
  3. Click the role dropdown (Owner / Admin / Member)
  4. Select the new role
  5. Confirm the change

The member immediately has the new permissions. They don't need to re-accept.

Editing Member Permissions

For Members with granular controls, click on the member to edit permissions:

  • Template Management ā€” Can they create and edit templates?
  • Settings Access ā€” Can they view and modify workspace settings?
  • Team Management ā€” Can they invite and manage other members?
  • Billing Access ā€” Can they view and manage billing?

Removing a Member

To remove a member:

  1. Go to Settings ā†’ Team & Permissions
  2. Find the member in the list
  3. Click the options menu (ā‹®) on their row
  4. Select "Remove Member"
  5. Confirm removal

The member immediately loses access. Their documents and galleries remain in the workspace but are no longer editable by them.

Transfer Ownership

Transfer workspace ownership to another team member. This is an irreversible action and should be done carefully.

āš ļø Important

Transferring ownership is irreversible. Once the new owner accepts, you will become an Admin and cannot regain ownership without their consent. Only do this if you're certain.

How to Transfer Ownership

  1. Go to Settings ā†’ Team & Permissions
  2. Find the member who will become the new owner. They must have at least an Admin role first.
  3. Click the options menu (ā‹®) on their row
  4. Select "Transfer Ownership"
  5. Type the member's name to confirm (this prevents accidental transfers)
  6. Confirm and send ā€” An email is sent to the new owner with a confirmation link
  7. New owner accepts ā€” They must click the link in the email to accept ownership

What Happens After Transfer

  • The new owner gains full workspace control
  • You become an Admin (still have most permissions)
  • All documents, galleries, and settings remain unchanged
  • Billing and subscriptions transfer to the new owner

Next Steps

  • Invite team members to your workspace
  • Assign appropriate roles based on their responsibilities
  • Connect integrations like Stripe for payments
Powered by Plain