Team & permissions
Team members & roles
Invite your team to collaborate on client work. CoPortal uses three roles to control what each person can see and do — from full Owner access to a focused Member view for collaborators.
Roles
Full access to everything. Manages billing, invites and removes team members, and can delete the workspace. Only one owner per workspace — ownership can be transferred to another member.
- •All clients, projects, invoices, quotes, and contracts
- •All workspace settings including billing and plan
- •Invite and remove team members
- •Change any member's role
- •Access the service item library
- •Configure integrations (Xero, QuickBooks, Paystack)
Trusted team members who need full operational access without billing control. Ideal for a studio manager or senior team member.
- •All clients, projects, invoices, quotes, and contracts
- •Workspace settings (except billing and plan changes)
- •Invite team members (but cannot remove the owner)
- •Access the service item library
Regular collaborators who work across projects day-to-day. Cannot access settings or billing.
- •View and update all projects (not restricted to assigned projects)
- •Log time and expenses
- •Create and edit invoices
- •View and reply to client messages
- •Cannot access workspace settings or billing
- •Cannot invite or remove team members
Inviting a team member
Go to Settings → Team and click Invite member. Enter their email and choose a role. They receive an invitation email with a link to create their account and join your workspace.
- •Invitations expire after 7 days — resend from the same screen if needed
- •The member is added to your workspace immediately on accepting
- •You can have multiple pending invites at once
- •Existing CoPortal users joining your workspace do not need to create a new account
Changing a member's role
Owners and Admins can change any member's role from Settings → Team. Click the role badge next to a member's name and select the new role. Role changes take effect immediately — no re-login required.
Removing a team member
From Settings → Team, click the three-dot menu next to a member and select Remove. The member loses access immediately. Their historical contributions — time entries, messages, comments — are preserved and attributed to them.
Seat limits by plan
Task assignment
Any team member can be assigned to individual tasks on the project board. Open a task and click Assignee to pick from your team. Assigned tasks appear in the member's task view, making it easy to see who is responsible for what across all projects.
Time entries and attribution
Each time entry is attributed to the team member who logged it. In the project Time panel, you can filter by team member to see individual contributions. This flows through to the Analytics profitability view, so you can see labour costs broken down by person if needed.