What each role can do

Steps

1. 1

   Step 1: Open Settings › Members and roles.

2. 2

   Step 2: Press What each role can do to see the full table.

3. 3

   Step 3: Click a person and change their Role.

The roles

• Owner: everything, including billing and reopening closed months.
• Admin: runs the books and the team. No billing.
• Controller: your finance lead; can reopen months. Holding plan.
• Member: reads and works the books.
• Accountant: your outside accountant. Full access to the books, closes months. Free seat.
• Treasury: reads everything and approves payments; can't change the books. Holding plan.
• Viewer: reads the books and reports. Free seat.
• Auditor: invited from Accounting › Audit for a sample. Free seat.

Good to know

• Only the owner manages billing, company security and approval rules.
• Owners and admins invite and manage members.

Related articles

• Invite your CPA, accountant or a teammate
• Change someone's role or remove them
• Transfer ownership of a company