Staff user roles + other updates
Staff user role permissions change
We’ve updated the internal team permissions for Staff vs. Admin users.
- Staff users can’t access the Billing App, invoices, products, or the Billing tabs on client CRM profiles
- QuickBooks and Xero integrations are hidden from Staff users
- Billing-related notifications are turned off for Staff users
- Admin users retain full access to everything. Contracts and all other features currently remain unchanged—Staff users can still access them. We’re working toward fully customizable roles in the future; this is a first step.
You can review the full internal user permissions in our Guide.
Changing contact emails from CRM
You and your team can now edit the email addresses of clients who log in via email and password in the CRM via "Edit info" option (triple dot menu).
- Note: you cannot change contact emails if they log in via OAuth/SSO methods such as Google (only the client can change their email via Account Settings).
- If you want to change the email on behalf of a client who is logged in via SSO, you can ask the client to disconnect their OAuth and set up email/password first or contact support@assembly.com.
Your clients deserve better.
Try for free for 14 days, no credit card required.
Create remarkable client experiences.