Different roles in Payments.

Jason Sylvestre

Jason Sylvestre

18 September 2019


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).


Editors are allowed to create/edit/send invoices.

Report User

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