Team and roles
Add unlimited team members on any plan, assign Owner, Admin, or Member roles to control access, and assign onboardings for clear per-person ownership.
All plans, including Free.
Every Portico plan includes unlimited team members at no extra cost. You pay based on how many clients you onboard, not how many people are on your team.
Roles
Each team member has one of three roles:
| Role | What they can do |
|---|---|
| Owner | Full access to everything, including billing, team management, and account deletion. One owner per team. |
| Admin | Manage team members, change settings, configure integrations, and manage all onboardings. Cannot access billing or delete the account. |
| Member | Create and manage onboardings, review responses, message clients, and manage their own assigned work. Cannot change settings or manage other team members. |
Inviting members
- Go to Settings > Team.
- Click Invite member.
- Enter the person's email and select a role (Admin or Member).
- They receive an email with a link to join your team.
The invite link expires after 7 days. You can resend it from the Team settings page if it expires before they accept.
Assigning onboardings
Any team member can be assigned to specific onboardings for clear ownership. Assignments are visible on the onboarding list and detail pages.
To assign someone, open an onboarding and select a team member from the Assigned to dropdown. You can also bulk-assign from the Onboardings list view.
Assigned members receive notifications for activity on their onboardings. Unassigned onboardings are visible to all team members.
Removing members
Go to Settings > Team, find the member, and click Remove. Their assigned onboardings become unassigned. Onboarding data and history are not deleted.
Only Owners and Admins can remove team members. The Owner cannot be removed.
Transferring ownership
The current Owner can transfer ownership to another team member from Settings > Team. The previous Owner becomes an Admin.
Frequently asked questions
- Are team members included in all plans?
- Yes. Every plan, including Free, includes unlimited team members at no extra cost.
- What roles are available?
- Three roles: Owner (full access including billing), Admin (full access except billing and ownership transfer), and Member (can manage assigned onboardings and clients).
- Can I assign onboardings to specific team members?
- Yes. Assign onboardings to individuals for clear ownership. The dashboard and filters let you view by assignee.