Owner, Manager, and Staff: what each role can do

RankLadder has three roles: Owner, Manager, and Staff. The short version: Owners control everything, Managers can do everything except money settings, and Staff handle day-to-day customer work.

Owner

The person who created the business is the Owner. There's one Owner per business. Owners can:

• Use every screen: Today, Inbox, Tasks, Reviews, Contacts, Anders, Settings, including Connections under Workspace.
• See the money tabs in Settings that no one else sees: Plan, Billing, Credits, Referrals, and Trust Hub. Only the Owner can change the plan, manage billing, or set up texting.
• Invite team members with either role, Manager or Staff, and remove anyone.

Manager

Managers run the product like an Owner, minus the money. Managers can:

• Use Today, Inbox, Tasks, Reviews, Contacts, Anders, and Connections in Settings.
• Change how your receptionist works: knowledge, voice, greetings, transfers, notifications, and more.
• Invite and remove Staff members. Managers can't invite other Managers.

Managers don't see the Plan, Billing, Credits, Referrals, or Trust Hub tabs in Settings.

Staff

Staff focus on customers. Staff can:

• Use Today, Inbox, Tasks, Reviews, and Contacts: read calls and texts, reply to customers, and manage contacts.
• Open Settings, where they see two tabs: Mobile App and Account. That covers signing in on their phone and their own profile photo.

Staff cannot open Anders configuration or Settings → Workspace → Connections, so they can't change how the AI answers or which services are connected. They also can't invite or remove anyone.

Customer tasks

All three roles can add, claim, assign, and complete customer tasks. Each task belongs to a saved customer and can have one current teammate as its owner, or stay Unassigned. Only owners and managers can change the rules for when Anders creates tasks.

Learn how to add and manage customer tasks.

Quick comparison

Related guides

• Invite a team member
• Accept an invite and join a team