Overview
What it does
Team and permissions give each person the right level of access — owners see everything, accountants see everything except billing, and staff can raise invoices without being able to void or delete.
Features
Key features
- Owners see everything
- Accountants see everything except billing
- Staff can create invoices and record payments
- Staff cannot void or delete
- Per-business data isolation
Benefits
- Right access for each role
- Protection against accidental deletion
- Every business's data isolated
How it works
From input to outcome
Step 1
Invite your team and assign roles.
Step 2
Each role sees only what it should.
Step 3
Sensitive actions stay with the owner.
Use case
An owner gives their bookkeeper full visibility except billing, and lets staff raise invoices without the ability to void them.