# Team Member Privileges
Privileges for team members in Claret are managed within a team member's profile. Only 'Admin' team members can alter other team member privileges.
## Licensing and Seat Limits
Each module in Claret has a licensed number of Planner seats. When assigning privileges, you cannot exceed the number of Planner seats available for that module. If you attempt to assign more Planner seats than your subscription allows, the system will display a warning and prevent you from saving.
{% hint style="info" %}
**Stripe-managed subscriptions:** If your workspace subscription is managed through Stripe, you can adjust your Planner seat counts in [Plans and Billing](https://docs.claret.app/workspace-settings/plans-and-billing).
**Custom subscriptions:** If your subscription is managed externally by Claret, contact Claret support to adjust your seat limits.
{% endhint %}
## Privilege Levels
Within each feature, there are three possible privileges:
1. Planner - This gives the team member full access to all functionality, allowing data to be added, edited and deleted.
2. View Only - This allows the team member to read and view data, but no changes are able to be made.
3. No Access - The team member will not even be able to see the feature in the menu.
Go to Settings > Workspace Settings > Team
You will then be able to edit a team member's access levels against modules and settings. This can be done by clicking the 'chiclet' against the team member's name, in the relevant permission column, and then selecting the option.
{% hint style="info" %}
'Admin' team member permissions cannot be managed at the lower level. If you wish to do this you must first remove the admin privilege.
{% endhint %}
## Individual Team Member Settings
To edit an team member's settings, select the 'edit' pencil icon beside the team member who's privileges you wish to manage.
This will open the team member's individual settings page.
Within this page there are multiple ways to manage permissions.
### General settings
Above the settings table, there are some options to allow updates across multiple modules. There are two features available here.
1. Set a team member as a 'Workspace Admin' team member. When you select this checkbox, the team member will have access to all functions. This will default all privileges to 'Planner', across all modules and settings.
2\. You can set the currently selected team member's permissions to be the same as another team member's by using the 'Set Permissions Based On' feature. Simply choose the team member who's permissions you wish to copy, and then select 'Copy permissions'. In the below, our currently selected user, Jacinda Smith, would be set to have the same privileges as Enzo Arthur.
{% hint style="warning" %}
Using this feature will overwrite any privileges that have already been set for this team member.
{% endhint %}
### Granular Permissions
Some modules contain the ability to edit more granular permissions. If this option is available for a team member, you will be able to click the 'Edit' link in the 'Granular Permissions' column.
For example, within Sales Collaboration, if a team member has been set to 'Planner', there is also the ability to manage the team member's privileges down to the hierarchy level.
By default, team members will have 'Access To All Hierarchies' and hence will be able to enter any data that has been set within Sales Collaboration as 'editable'.
When the switch is turned off however, you can manage whether a team member is able to edit data right down to the lowest level item and customer group level.
First, select the Hierarchy Type and then Hierarchy you wish to change a team member's access for. This will show the items/customer groups within that hierarchy. By default, all items/customer groups will be selected. This means the team member can edit any data related to the selected item/customer group.
If an item is unselected though, this will mean the team member CANNOT edit any data related to that item in Sales Collaboration.
So, if we remove all access to the 'Premium' item group, this means the team member will not be able to edit any data for Item\@CustomerGroups containing that item, even if the data is set to editable.
#### Example of a Sales Collaboration view's configuration BEFORE the permission change.
#### Example of a Sales Collaboration view AFTER the permission change.
{% hint style="warning" %}
Removing a team member's ability to edit data at a certain level also means that the team member will also not be able to enter values ABOVE that level, because they cannot then be filtered down. For example above, you will note that the 'All' input boxes are also no longer available after the permission change to the 'Premium' hierarchy level.
{% endhint %}
