Team and roles

People join your organization through your SherDore account. See Your team. Inside ERP, each person has one of three roles.

Area	Owner	Manager	Staff
Organization settings	✓
Team	✓	✓
Invoices and payments	✓	✓
Recurring plans	✓	✓
Leads	✓	✓	✓
Estimates	✓	✓	✓
Properties	✓	✓	✓

How roles start

The first time someone opens ERP, their account role chooses where they start. An owner can change it afterwards.