Guides

The permission tier is what someone can do. The job title is what you call them on cards and reports. Mix them however the studio talks — a “Project Lead” can still be a Manager in Beech.

The three tiers

• Admin — whole firm, billing, export, archive/restore. Counts as a seat. There must always be at least one.
• Manager — projects, sprints, vendors, invites, reviews. Can view Billing; cannot renew or delete the firm. Counts as a seat.
• Contributor — create and assign work on projects they belong to, site visits, reviews. Counts as a seat.

Send an invite

1. 1
   Firm settings → Members → Invite

   Email, tier, optional job title. Only Admins can invite new Admins. The link is valid for 7 days.

2. 2
   They set a password

   After they accept, they count toward the seat cap. Resend or revoke from Pending invites if needed.

Edit a row to change tier or title immediately. Deactivate when someone leaves — they cannot log in, they drop out of pickers, and the seat frees at once. History stays. Only deactivated users can be permanently deleted by an Admin; open tasks go Unassigned.