Team
Team Roles & Permissions
Control who sees what in QwikCA with role-based access — give partners, managers, staff and articles the right access to clients, tasks and data.
As your firm grows, not everyone should see everything. QwikCA’s role-based access keeps client data and sensitive information visible only to the right people.
Roles
Assign each team member a role that matches their responsibility, for example:
- Admin / Partner — full access, including team management and billing
- Manager — manages assigned clients, tasks and the staff under them
- Staff / Associate — works on tasks assigned to them
- Article — limited access to the tasks and clients they support
What permissions control
- Which clients a member can see
- Which tasks they can view and edit
- Access to credentials, invoices and reports
- Ability to manage team members and firm settings
Why this matters
- Confidentiality — junior staff and articles only see what they need
- Accountability — actions are tied to the member who performed them
- Smooth handovers — when someone joins or leaves, you adjust access in seconds
Setting it up
Go to Team → Members, select a person and choose their role and the clients they’re assigned to. You can change this any time as responsibilities shift.