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 group users and assign them to documents. Use them for departments, locations, roles, or any other way you organize your business. Documents can be attached to one or more teams, and team members automatically receive reminders for their assigned documents.
Team availability by plan
Teams are a Pro-plan feature. On Standard, team creation is disabled — assign documents to individual users via the Document Owners dropdown instead. Pro and free trial accounts have full team access.
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.