Roles

Team Admin

Team Admins can modify team settings, including:

• Modifying team name and contact information less records.
• Adding/Revoking roles for other users.
• Adding/Editing income accounts.
• Adding/Editing web hooks.

Team Admins can also perform all the other permissions as listed in other roles.

Financial Officer

Financial Officers are allowed to add/edit income accounts and close unpaid invoices (write off).

Editor

Editors are allowed to create/edit/send invoices.

Report User

Report Users are only allowed to view reports about their team’s invoices.