Everything you need to know about the owner role

A comprehensive guide for organization owners.

Owners have full organization access, including team management, organization settings, billing, inventory, services, clients, appointments, and financial controls.

What owners can do

Owners can configure the business, invite and manage team members, control role permissions, connect supported providers, and review organization-wide operational and financial information.

Delegating access safely

Use Team Settings and Permissions to grant only the capabilities each role needs. Sensitive wallet, payout, bank, and provider configuration controls remain restricted to the appropriate owner-level access.

Before changing ownership

Review billing, connected providers, active subscriptions, and team permissions before transferring ownership or closing an organization. Keep historical addresses and appointment records intact for reporting and customer service.

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