Authorized Users

Purpose:

Authorized Users are all users who have access to the company account.

 

Explanation: 

 Every User has an assigned role that governs the access they have to the account

  • Full User: Can do everything but delete the company.
  • Limited User: Can create bills, invoices, payees, customers, and transactions. Cannot modify company settings, accounts or sharing settings. Also able to manually upload transactions to an existing account.
  • Read Only User Can view everything and change nothing.

 

Actions:

 

Additional Resources:

 

 

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