Team permissions

Team settings control who can access your Spark account and what they can change.

Invite a team member

1. Open Settings.
2. Choose Team.
3. Invite a team member.
4. Add their name, title, email, phone, and starting role.
5. Send the invite.

Pending invites appear with active members so you can see who still needs to accept.

Edit or remove a team member

1. Open Settings and choose Team.
2. Select the member you want to update.
3. Change their details or role.
4. Save changes.

Removing a member immediately revokes access. Pending invites are deleted as part of removal.

Understand permission levels

• Owner has full access to all settings, billing, team management, and client data.
• Admin can manage settings, clients, and messaging, but cannot access billing or remove the owner.
• Team member can access assigned work, appointments, and day-to-day customer workflows.

Use the lowest role that still lets the person do their work.