Roles & Permissions
Understand the different access levels and permissions for team members in your Sortpay workspace
Member
Invoice processing and data access
Owner
Full administrative control
Role Comparison
Member Role
Perfect for team members who focus on day-to-day invoice processing without needing administrative access.
Invoice Processing
- Upload and process invoices
- Use batch processing features
- Edit and correct invoice data
- Delete invoices they uploaded
Data Access
- View all team invoices and data
- Export data in all available formats
- Access processing history and reports
- Use integrations (Google Sheets, etc.)
Limitations
- Cannot invite or remove team members
- Cannot access billing or subscription settings
- Cannot generate API keys or manage integrations
Owner Role
Full administrative access for team leaders who need to manage the workspace, billing, and team members.
Everything Members Can Do
- All invoice processing capabilities
- Full data access and export rights
- Use all available features and integrations
Team Management
- Invite new team members
- Remove team members
- Change member roles (Member ↔ Owner)
- Manage pending invitations
Administrative Access
- Manage billing and subscriptions
- Upgrade or downgrade plans
- Generate and manage API keys
- Configure integrations and webhooks
Special Privileges
- Delete any invoice (not just their own)
- Access team usage analytics
- Manage workspace settings
Detailed Permissions Matrix
| Feature | Member | Owner |
|---|---|---|
| Invoice Processing | ||
| Upload invoices | ||
| Edit invoice data | ||
| Delete own invoices | ||
| Delete any invoice | ||
| Batch processing | ||
| Data & Export | ||
| View all team data | ||
| Export data (CSV, Excel, etc.) | ||
| Use integrations | ||
| Team Management | ||
| Invite team members | ||
| Remove team members | ||
| Change member roles | ||
| Administrative | ||
| Manage billing | ||
| Generate API keys | ||
| Workspace settings | ||
Managing Team Member Roles
How to Change Roles
- 1Go to your Team page in the dashboard
- 2Find the team member you want to update
- 3Click the role dropdown next to their name
- 4Select their new role and confirm the change
Note: Only Owners can change team member roles
Role Change Considerations
- Role changes take effect immediately
- Team members are notified via email
- Removing Owner role revokes administrative access
- You cannot change your own role as the last Owner
Role Assignment Best Practices
Recommended Approach
- Start everyone as Members and promote when needed
- Limit Owner role to 1-2 trusted team leaders
- Review roles periodically as team needs change
- Document who has Owner access and why
Security Considerations
- Don't give Owner access unless absolutely necessary
- Remove Owner access when team members leave
- Always maintain at least one active Owner
- Monitor billing access for security purposes