New team roles — Sales and Crew

Up until now, there were three roles: Owner, Admin, and Member. Member was a one-size-fits-all "everyone who isn't an admin" bucket — they'd see the full sidebar even if they only ever touched a tiny corner of it.

That bucket just split into two real personas: Sales and Crew.

What changed

Every existing Member account has been renamed to Crew automatically. Permissions are unchanged.

What each role sees

The sidebar adapts to who's logged in:

• Owner / Admin — everything (Owner also sees Billing)
• Sales — Dashboard, Projects, Catalog (Services, Materials, Find Products, Pricing Strategy read-only, Proposal Settings read-only), Growth (My Profile), Help
• Crew — Dashboard, Projects, Tasks (with SOPs as a tab), Growth (My Profile), Help

Sales doesn't see Tasks (they're not running the work). Crew doesn't see Catalog (they're not pricing the work). Both still see Projects — sales for the proposal context, crew for the schedule and tasks.

Mobile

The bottom tab bar adapts too:

• Owner / Admin — Home / Projects / Tasks / Catalog
• Sales — Home / Projects / Services / Materials
• Crew — Home / Projects / Tasks / SOPs

Read-only access for sales

Sales can open Pricing Strategy and Proposal Settings to see the values that shape proposals — but they can't change them. The Save button is disabled. That's intentional: pricing is set company-wide, not per-deal.

If you have a salesperson who should be able to change pricing, make them Admin instead.

Setting roles

When you invite someone or change an existing teammate's role at Office → Team, pick the role that matches what they actually do:

• Crew if they run the work
• Sales if they sell the work
• Admin if they manage projects and the team
• Owner if they also manage billing

You can change a role any time. The change takes effect the next time the person refreshes the app.