Member roles let team members perform a variety of functions. Here are the activities granted to the different roles:
| Actions | Owner | Admin | Editor | Viewer |
| View order history | ✓ | ✓ | ✓ | ✓ |
| View client history (Agents only) | ✓ | ✓ | ✓ | ✓ |
| Receive emails | ✓ | ✓ | ✓ | ✓ |
| Edit client information | ✓ | ✓ | ✓ | |
| Create order (Payers only) | ✓ | ✓ | ✓ | |
| Change individ. client email prefs (Agents only) | ✓ | ✓ | ✓ | |
| Add client (Agents only) | ✓ | ✓ | ✓ | |
| Remove member | ✓ | ✓ | ||
| Add member / change member role | ✓ | ✓ | ||
| Change global client email prefs (Agents only) | ✓ | |||
| Add admin member | ✓ | |||
| Edit company/agency profile | ✓ | |||
| Create company | ✓ |