01
Roles that fit your team
Start with Tenant Admin, Manager, Member and Viewer, then create custom roles and set granular permissions per resource - users, quotes, invoices, settings and more.
Teams, roles & permissions
Give everyone the right access
Invite your team, assign roles and control exactly what each person can see and do. Custom roles, read-only access and a full audit trail keep your business secure as it grows.
The benefits, at a glance
- Invite users by email and resend invitations
- Admin, Manager, Member and Viewer roles built in
- Create custom roles with granular permissions
- Read-only access modes for view-only staff
- Full audit log of every state-changing action
Inside team & permissions
02
Enforced everywhere
Permissions are checked on both the API and the interface. People only see the pages and buttons they are allowed to use, with read-only modes for view-only access.
03
Invitations & profiles
Invite teammates by email, resend invitations, manage user status and see each person’s activity history from their profile.
04
Audit trail
A global audit log and record-level activity timelines capture every important action - who did what, and when - so nothing is ever a mystery.
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