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SettingsTeam permissions

Team permissions

Team settings control who can access your Mimbbo business 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 invitations appear with active members so you can see who still needs to respond. An invitation does not grant business access until the invited person accepts it.

Team settings with member totals, active and pending invite counts, invite action, and member status.

Team settings keep active members and pending invitations together so access state is visible before you edit or remove anyone.

  1. Compare total, active, and pending member counts.
  2. Invite a teammate from the Team section.
  3. Check the member’s status and role before editing or removing access.

Mimbbo emails the invited person a secure review link. The same invitation also appears after they sign in with the invited email:

  • A sign-in notice points them to the invitation.
  • The business switcher lists pending invitations separately from businesses they can already access.
  • They can review the business and access level, then accept or decline.
  • After acceptance, the business becomes available in the switcher.

People who belong to several businesses keep their existing access while reviewing other invitations.

Respond to a team invitation

Sign in with the email that received the invitation. Use the sign-in notice, the business switcher, or the link in the Mimbbo email to review it.

Choose Accept to join the business or Decline to remove the invitation from your account. Accepting the same invitation more than once does not create duplicate access.

If an invitation expired or an admin revoked it, ask a business admin to send a new invitation. If Mimbbo says the invitation belongs to another email, sign out and use the invited email.

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 an active member immediately revokes access. Removing a pending member cancels the invitation, so its email link can no longer grant access.

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.

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