Inviting Your Team
Add your account managers, sales reps, Account Managers, and technicians to your Breadbox organization and configure what each role can access.
How to invite team members
Only users with the Admin role can invite or remove team members.
- 1Navigate to Settings → Users in the left sidebar.
- 2Click the Invite User button in the top right.
- 3Enter the team member's email address.
- 4Select a role from the dropdown (see role descriptions below).
- 5Click Send Invitation. They'll receive an email with a link to join your organization.
Invitations expire after 7 days. You can resend or revoke pending invitations from the Settings → Users page.
Default roles
Breadbox ships with 7 pre-built roles designed to match the typical roles in an MSP. Assign whichever is closest to the team member's actual responsibilities.
Full access to everything. Can manage users, configure integrations, and change billing. Cannot have permissions restricted — if you need limits, use a different role.
Sees and manages accounts assigned to them. Can log touchpoints, manage QBRs, edit contracts, and view profitability. Cannot access org-wide settings or other AMs' accounts by default.
Works the new logo pipeline. Can view all accounts (read-only), own and manage deals, create and convert leads, and track referral partners. Cannot edit existing client contracts.
Strategic advisory role. Full access to assessments, compliance tracking, and technology roadmaps. Sees all QBRs and touchpoints. Reports on all accounts.
Oversees delivery. Can view all accounts, manage all onboarding projects, perform seat/device reconciliation, and see all devices. Cannot edit contracts or deals.
Handles day-to-day support. Can view accounts assigned to them, see device lists, log touchpoints (site visits), and complete compliance tasks assigned to them.
Read-only access to everything in the org. Cannot create, edit, or delete any records. Cannot export data. Useful for external advisors or stakeholders who need visibility.
Assigning roles
You assign a role when sending the invitation. You can change a team member's role at any time from Settings → Users by clicking their row and selecting a new role from the dropdown. Role changes take effect immediately.
Important: When you change a role, the team member's active session will reflect the new permissions within a few seconds. They don't need to log out and back in.
Creating custom roles
If the default roles don't fit your org structure, you can create custom roles inSettings → Roles & Permissions. Custom roles start with no permissions — you grant each resource/action/scope explicitly.
You can also customize default role permissions. For example, if you want Account Managers to see all accounts (not just their own), change the accounts scope from ASSIGNED to ALL.
See the Roles & Permissions documentation for the full permission matrix.
Removing team members
To remove a team member, go to Settings → Users, click their row, and clickRemove from organization. Their access is revoked immediately — all active sessions are invalidated.
Their data (touchpoints, QBR notes, etc.) is preserved. Records that were assigned to them (accounts, deals) remain assigned with their name shown, but you should reassign them to an active team member.
User limits by plan
| Plan | Max Users | Monthly Price |
|---|---|---|
| Starter | 3 users | $59/mo |
| Growth | 10 users | $129/mo |
| Scale | 25 users | $249/mo |
| Pro | 50 users | $449/mo |
| Enterprise | Unlimited | Custom |
When you reach your plan's user limit, the Invite button will be disabled until you upgrade. You can upgrade at any time from Settings → Billing.