Users and roles
What each role can see and do.
Updated
Each role in short:
- Owner β everything, including plan, billing and closing the company.
- Admin β everything except plan and billing.
- Accountant β Books, bank, VAT, reports, period locking. Can view Bills.
- Sales β customers, products, quotes and invoices. Cannot see bank, expenses or reports.
- Submitter β upload bills and receipts, submit expense claims, see their own submissions.
Change or remove access
Go to Settings β Users, choose the person and change their role or choose Remove. Their past actions stay in the activity log.
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