After a team member has accepted their invite to a project, you can change their role. All team members start with the Team member role by default.
See the overview below for a list of roles and what they can do:
Support Agent
Support agents are strictly limited to customer service functions:
Read-only customer data: Can view subscriptions, orders, invoices for troubleshooting
No configuration access: Cannot modify project settings, products, or plans
No data export: Cannot export customer data or access reports
Team Member
A team member can access most subscriber and customer management features, like viewing subscriptions, invoices, orders, and modifying non-financial information. This is typically the role for most customer support users.
Finance Team Member
This person can do all what a regular Team member can do but also has access to refunding payments or initiating manual charges.
Project Manager
A project manager has access to all things related to subscriptions and also has access to all project settings.