User roles in TermUp
- Owner has full control, including billing and ownership transfer.
- Admin can manage settings and company configuration.
- Member can work with operational records like documents, vendors, tasks, and uploads.
- Viewer has read access without edit privileges.
How teams work
Teams are a way to assign visibility and reminder responsibility across locations, departments, or functional groups. Documents can be attached to one or more teams, and team-scoped users see the records relevant to them.
Inviting users
Invites are created from Settings. When a user accepts an invite, they join the company with the assigned role and can also be placed into teams if the invite includes team assignments.