Every SimplePayment account has exactly one Owner. Team-plan accounts can also add Admins and Users, each with different permissions.
The three roles
- Owner — full access to everything, including billing, managing Admins, and transferring ownership. There’s exactly one Owner per account.
- Admin — can view, create, edit, send, mark paid, refund, and cancel invoices; manage clients; view reports; manage all settings; and invite or manage User-level teammates. Admins can’t manage other Admins, transfer ownership, or access billing.
- User — can view, create, edit, and send invoices and clients, but can’t mark an invoice paid, issue a refund, cancel an invoice, view reports, change settings, manage the team, or access billing.
Important behavior and limitations
- Only the Owner can promote someone to Admin or manage existing Admins — an Admin can only invite or manage User-level teammates.
- Team seats — and Admin/User roles — are a Team-plan feature. Free and Solo accounts are limited to a single user: the Owner.
- See Inviting a teammate to add someone at a specific role.