Access levels and changing someone's level
What each of the five levels can do, and which to give a new joiner.
- Owner: everything, including the subscription and closing the workspace.
- Admin: everything except billing, including settings, custom fields, task templates, workload and the activity log.
- Manager: assign clients, review and approve, archive, workload and the activity log.
- Accountant: edit any client, prepare returns, upload statements and close book months.
- Advisor: read everything except portal passwords. Cannot change any record.
Give a new junior Accountant. Move them to Manager when you want them reviewing other people's work. Give Advisor to anyone outside the firm, such as an auditor during fieldwork.
Changing a level
- Open Team.
- Click the person.
- Choose the new level.
It takes effect on their next action. Only owners and admins can change levels, and nobody can raise their own.
These rules are enforced by the server, not just by hiding buttons.
Mine and Everyone
Every list has a Mine toggle that narrows it to the clients someone handles or manages. It changes what they see first, not what they are allowed to see.