Role and access are two different things
Every member has both, and they do unrelated jobs.
Making someone a Design Director does not give them access to
finances. Making someone an Admin does not mean they run projects.
Roles
Principal · Design Director · Lead Designer · Senior Designer · Interior Designer · Junior Designer · Design Assistant · Project Manager · Procurement Manager · Drafter (CAD) · Studio Manager · Bookkeeper · Marketing Or — No role —, fine for a two-person studio where everyone does everything.Access levels
The Member restrictions are set once, studio-wide — not per person. If
you need one member to see costs and another not to, that is not
something roles can express today; the honest workaround is to make the
one who needs costs an Admin.
Inviting someone
1
Invite them
Their email address is all you need.
2
Set the access level
Start at Member. Easier to widen access than to explain why
someone saw a margin they shouldn’t have.
3
Set the role
So assignment and reporting mean something.
4
Check what Member sees
Open Studio settings → Member access and decide about budgets, costs
and the Finance section before the person logs in, not after.