There are three different roles that you can assign to your team; Admins, Billing users and Editors. When you first sign up to a CoverageBook trial or paid plan we'll make you the account admin. Any new teammates you invite (after April 2024) will be assigned an Editor role, but you can choose to change their roles at any time.

** If you're an existing CoverageBook customer before April 2024, we've updated all your teammates to be Admins (as this ensures they retain all their original access before we introduced Roles). You can choose to adjust your teams access any time.

Here's how to invite a new teammate.

No matter which role you have, everyone with access to your CoverageBook workspace can create, edit and share reports across all your folders! Here are the differences between each role.

Admins have full permissions for all account settings and actions. When you sign up to a free trial or upgrade to a paid plan, we'll automatically make your email the admin. And if you're a sole user, you'll always have full access to everything :)

** Note that you must always have one admin on your team. Admins can make other users an admin at any time. You can only remove an admin if there's another one in your team**

Billing users have access to view and edit billing and payment information, and can help make changes to your subscription when needed, including cancelling your plan. You can have more than one billing user, and you can choose which user receives payment receipts via email (if you would like those sent over to your accounts team).

Anyone you invite into your team will automatically be given editor rights. They can create, edit and share reports and can access all folders in your account. Editors won't be able to view or edit any billing information or make changes to your team or subscription.

Only team admins can invite and remove others, as well as change their roles. There's no limit to the number of admins and billing users that an admin can assign. You must always have one admin on your team, and one of your team must also be assigned as the billing contact (so we can send emailed receipts and invoices when your plan renews).

Editors and Billing users cannot invite others and cannot remove anyone from the team (you can remove yoru own login if you're an editor or billing user).

As an account admin, just head to the main account settings menu - team tab.

Click on a users Role and you can make them an Admin, a Billing user or and Editor. You can have as many admins and billing users as you like.

How to invite teammates

How to remove teammates

How to update your billing or payment information