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Team Management

What can each person on my team see and change?

Each person gets one of five roles, so everyone has what their job needs and your plan stays safe from accidental changes:

  1. Owner: everything, including the team and billing. There is one per farm.
  2. Administrator: edits everything, with limits on the team and no access to billing.
  3. Crew manager: runs crop planning and tasks, without farm settings, team or billing.
  4. Crew member: manages tasks, without changing the crop plan.
  5. Reader: sees crop planning and tasks, and changes nothing.

On top of the role, the owner can hide money values from any person. Understand roles, at the bottom of the team list, sums up the five roles in one window.

Understand roles window describing the five roles, from Owner to Reader
Five roles, from full power to read only

More in How teams work in Heirloom.

Go deeper: the Team Management guide

Step-by-step help for this module.

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