Managing Team Members

Overview

Business accounts on Helios support multiple team members under a single Business Profile. Team members can access shared features including Helios Drive, Activities, Equipments, and Gig management — based on their assigned permissions.

How to Add a Team Member

1. Go to your Business Profile settings.
2. Find the Team Members section.
3. Click Add Member and enter their email address.
4. Assign their role and access permissions.
5. Click Send Invitation. The team member receives an email invitation to join your workspace.

How to Remove a Team Member

1. Go to Business Profile settings → Team Members.
2. Find the member you want to remove.
3. Click Remove or Revoke Access.
4. Their access is revoked immediately. Any files or activities they created remain in the workspace.

⚠️  Remove team members promptly when they leave your organization. Former employees retaining platform access is a security and data risk.

User Permissions & Roles

Business accounts support structured roles to control what team members can see and do on the platform. Role definitions and permission levels are managed by the account admin.

Standard Roles

• Owner - full access to all features, settings, billing, and team management. Can add Admins and Members, transfer ownership, and share ownership with other users.
• Admin - full access to all features and settings except ownership management. Can post gigs, manage applications, review work records, and access all productivity tools. Can add Members but cannot add Admins or Owners.
• Member - standard access to platform features including posting gigs, managing equipment, activities, and Helios Drive. Cannot manage team members, or account settings.

Frequently Asked Questions

Q: Can I create custom roles?

A: Custom role definitions with granular permission controls are on the Helios product roadmap. For now, role assignments are limited to the three standard roles: Owner, Admin and Member.