Users, roles, and permissions
Invite teammates and control what each role can do.
Roles at a glance
Invite a teammate by email from Settings, then assign a role. Admin-only actions (like managing users or company settings) are restricted to owners and admins.
- Owner — full control, including billing and company settings.
- Admin — manage users and most settings.
- Accountant — full bookkeeping access.
- User — day-to-day transaction entry.
- Viewer — read-only access to reports and records.