Agency roles and permissions

Every agency role in Fluent, what each one can open and change, and who can grant it.

For everyone at an agency Web app and mobile app 6 min read Last updated October 20, 2026

Team › Team Members with the invite dialog showing the Admin, Manager and Scheduler role cards

What you'll learn

What each role in your agency can open and change, so you give each person the access their job needs.
What to check when a page or button is missing for you or someone on your team.

The roles

Give each person the role that fits their job. You pick it when you invite them: team members from Team › Team Members, interpreters from Team › Interpreters.

Owner: The person who signed up and created the agency, and the only one who manages its Fluent subscription.
Admin: For people who run Billing and your security settings as well as the team.
Manager: For people who invite Schedulers and interpreters, add customers, and see reports.
Scheduler: For people who create appointments and assign interpreters for their teams.
Interpreter: For your interpreters, who see only the appointments assigned to them and the offers sent to them.
Team members: everyone with a role other than Interpreter. They're listed in Team › Team Members, with their role in the User Type column.
A team member who also interprets: add a language pair when you invite them, or later turn on Interpreter under Role & assignment in their Edit Profile. See Managing team members.
Comparing roles: in the invite dialog, Compare roles shows what each role you can invite can do, side by side.

Compare roles grid with Admin, Manager and Scheduler columns grouped by Appointments, Team management and Administration

What each role can open

Check this table before you give someone a role, or when a page or button is missing for you.

Area	Owner	Admin	Manager	Scheduler	Interpreter
Dashboard	Yes	Yes	Yes	Yes	Interpreter dashboard
Appointments	Every team	Their teams	Their teams	Their teams	Assigned to them, and offers
Create, edit, and assign appointments	Yes	Yes	Yes	Yes	No
Export from Appointments	Yes	Yes	Yes	No	No
Customers	Yes	Yes	Yes	Yes	No
Add a customer	Yes	Yes	Yes	No	No
Deactivate or reactivate a customer	Yes	Yes	No	No	No
Customer Rates, Invoices, and Form fields tabs	Yes	Yes	No	No	No
Team › Interpreters, Team Members, Partner Agencies	Yes	Yes	Yes	View only	No
Invite people and use Team row menus	Yes	Yes	Yes	No	No
Edit interpreter profiles	Yes	Yes	Yes	No	No
Interpreter availability and time off	Yes	Yes	Yes	Yes	Their own
Export from Team › Interpreters	Yes	Yes	Yes	No	No
Add or edit partner agencies	Yes	Yes	Yes	No	No
Interpreter rate cards and Operating Hours	Yes	Yes	No	No	No
Reports › Services	Yes	Yes	Yes	No	No
Reports › Billing	Yes	Yes	No	No	No
Billing (Review, Invoices, Payments, Rates)	Yes	Yes	No	No	No
Billing settings and Settings › QuickBooks	Yes	Yes	No	No	No
Agency in the profile menu	Yes	No	Yes	No	No
Settings › Teams	Yes	Yes, can't add teams	No	No	No
Settings › Security	Yes	Yes	No	No	No
Settings › Subscription	Yes	No	No	No	No
Settings › Documents	Yes	Yes	Yes	Yes	No
Settings › Login & Devices	Yes	Yes	Yes	Yes	Yes
Get started checklist	Yes	Yes	No	No	No

The billing settings are Settings › Billing runs, Settings › Agency defaults, Settings › Export settings, Settings › Form fields, and Settings › Operating hours.

Who can grant which role

When you invite someone, you pick their role from the cards in the invite dialog. You see a card only for the roles ranked below your own, in the order Owner, Admin, Manager, Scheduler.

Role	Invite card text	Who can grant it
Owner	No card	Nobody in Fluent
Admin	"Full access within assigned teams."	Owner
Manager	"Admin access for assigned teams."	Owner or Admin
Scheduler	"Scheduling access for assigned teams."	Owner, Admin, or Manager
Interpreter	No card, invited from Team › Interpreters	Owner, Admin, or Manager

Owner: no screen in Fluent grants or removes it. To make someone else the Owner, ask Fluent support. See Contact support.
Your own role, or a higher one: nobody can change their own role or the role of someone ranked at or above them.
Changing a role later: click Role Permissions in the person's row menu in Team › Team Members. It changes only their team role. If they also interpret, they keep the Interpreter role. See Managing team members.

Team › Team Members with the Role Permissions dialog listing Admin, Manager and Scheduler

How teams limit access

Teams are groups of people inside your agency. A team member's teams decide which appointments they see. The Owner sees every team's appointments.

You can assign an interpreter to an appointment on any team.
You can change the teams of people ranked below you. The Owner can change anyone's, their own included.
When you set someone's teams, the Team Permissions dialog lists the teams you belong to, or every team if you're the Owner.
Billing, Settings › Security, and Settings › Teams cover the whole agency for Owners and Admins, whatever teams they're on.

Team › Team Members Team Permissions dialog as a Manager, listing only the team the Manager belongs to

See Teams.

Rules and limits

An agency has 5 roles. You can't create other roles or change what a role can do.
A team member has 1 role in your agency and can also have the Interpreter role.
Your plan sets a team member limit. Every team member is a seat, the Owner and Admins included, and pending invites count. Interpreters never count.
Fluent has no separate role for billing. Admin is the only role you can grant that opens Billing.

Troubleshooting

An Admin can't open Settings › Subscription

Only the Owner sees Settings › Subscription. Ask the Owner to change the plan or payment method.

An Admin can't find the Agency page

The Agency item in the profile menu shows for the Owner and Managers only. Ask the Owner or a Manager to edit the agency's profile.

An Admin's profile says Manager Permissions

Admins' profiles show the Manager Permissions card. The User Type column in Team › Team Members still reads Admin, and the person keeps every Admin permission.

The mobile app shows Staff under my name

The side menu of the Fluent mobile app shows the Scheduler role as Staff. It's the same role.