I can't delete or change settings
If a delete button is missing, or a settings page is read-only, it is almost always your role.
What each role can do
| Owner | Admin | Staff | |
|---|---|---|---|
| Create and edit clients, invoices, quotes and payments | Yes | Yes | Yes |
| Delete them | Yes | Yes | No |
| Change business profile, numbering, tax presets, payment gateways | Yes | Yes | View only |
| Manage members | Yes | No | No |
What to do
- Ask an owner to change your role, or to make the change for you. They do it under Members.
- Not sure what your role is? Open Members and look for your name.
- Are you in the right business? If you belong to several, check the one shown at the top of the menu. You may be an owner in one and staff in another.