Each team member role has specific access to different areas of Hailo. Use this reference to assign the right role based on their job. Full access to everything including team management, billing, payroll, agency settings, and deletion. Owners can also manage agency plans and cancel subscriptions. Use this role only for agency leadership and do not share the account. Full access across agency operations, billing, payroll, team management, and settings. Admins can do everything except delete the agency or cancel subscriptions. Use this role for senior staff who manage multiple areas. Manages day-to-day operations. Can access Schedules (create and edit shifts), Caregivers (add and manage profiles), Clients (create and edit records), Messages (support and communication), CRM (leads and prospects), and Recruiting (applicants and hiring). Cannot access Billing, Payroll, Finances, or Team settings. Use this role for operational staff. Manages billing and finances. Can access Billing (invoices and payment terms), Finances (financial details), Payroll (payroll runs and exports), and Reports (analytics). Cannot access Schedules, Caregivers, Clients, Team, or Settings. Use this role for accounting and billing staff. Read-only access to all areas. Can view Schedules, Caregivers, Clients, Billing, Finances, Payroll, Reports, CRM, and Recruiting, but cannot make changes. Use this role for staff who need to view information without the ability to edit. Dashboard & Atlas — Owner, Admin, and…