Roles & permissions | ScalePointer Docs

Engagement displays two roles: Admin and Team member. Their permissions depend on whether the membership is on the provider side or belongs to a client. The original provider account owner is protected; it is not an extra selectable role.

Permission comparison

Action	Provider admin	Provider team member	Client admin	Client team member
View provider internal work	Yes	Yes	No	No
View a client’s shared work	All provider clients	All provider clients	Own client	Own client
Create clients, projects, phases, and tasks	Yes	Yes	Request tasks only	Request tasks only
Accept or decline requests	Yes	Yes	No	No
Approve client completion	Yes	Yes	No	No
Update eligible client-owned tasks	Yes	Yes	Unassigned or assigned to self	Unassigned or assigned to self
Comment and upload on accessible active work	Yes	Yes	Shared work	Shared work
Delete accessible files on writable work	Yes	Yes	No	No
View audit or manage internal retainer time	Yes	Yes	No	No
Manage provider people and invitations	Yes	No	No	No
Invite a client admin	Yes	No	No	No
Manage own client’s members	Initial admin setup only	No	Yes	No
Manage billing and archive/restore workspace	Yes	No	No	No
Manage own profile	Yes	Yes	Yes	Yes

Only the original provider account owner has Create another workspace in the current UI. An invited provider admin can administer billing and delivery without that creation control.

Invite provider staff

As a provider admin, open Roles & invites in the sidebar.
Choose Invite user for the provider team.
Enter Email address and choose Role: Admin or Team member.
Select Send invitation.
Ask the recipient to accept the invitation with that email.

Provider membership and role changes apply across the provider’s workspaces. Check the intended role carefully before promoting, demoting, or removing someone.

Invite and manage client users

A provider admin uses Invite client admin to establish the client’s Admin. Provider-issued client invitations use the Admin role.

After joining, a client admin uses Roles & invites → Invite user, enters an email, selects Admin or Team member, and chooses Send invitation for their own client. They cannot invite or manage provider staff or another client’s users.

Providers do not generally demote or remove client members. When an existing client has no admin, the provider’s Set as client admin control can establish the first one.

Change roles and revoke invitations

Use the role controls in Roles & invites for members within your management scope. You cannot promote, demote, or remove yourself. The provider owner is protected, and the last client admin cannot be demoted or removed.

Pending invitations reserve seats and expire after seven days. Revoke invite cancels an unwanted pending invitation and frees its reserved seat. Accepted invitations are replaced by the member’s occupied seat.

The paid provider allowance is the original admin plus four staff; each client allows five people. The trial allows only the provider person and one client person. See plan limits.

When permissions look wrong

Check both your displayed role and membership side in Your profile. A client admin is still a client user: they cannot inspect provider-only work or override another named client assignee. Missing editing controls may also reflect read-only access.