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What are member roles?

Member roles let team members perform a variety of functions. Here are the activities granted to the different roles:

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

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