User Roles
Understanding role-based access
User Roles
Available Roles
Owner
- Full access to all features
- Billing management
- Can delete company and transfer ownership
- MFA required
Admin
- All features access
- Team management (invite, remove, change roles)
- Settings access
- Cannot delete company
- MFA required
Accountant
- Full financial access (transactions, bills, invoices, reports)
- Compliance and payroll management
- Document upload and management
- No team management access
- No settings management
Viewer
- Read-only access to all modules
- View transactions, reports, compliance status
- Cannot create, edit, or delete any data
Role Comparison
| Permission | Owner | Admin | Accountant | Viewer |
|---|---|---|---|---|
| View transactions & reports | ✓ | ✓ | ✓ | ✓ |
| Create invoices & bills | ✓ | ✓ | ✓ | ✗ |
| Process payroll | ✓ | ✓ | ✓ | ✗ |
| Manage compliance | ✓ | ✓ | ✓ | ✗ |
| Approve transactions | ✓ | ✓ | ✗ | ✗ |
| Manage team | ✓ | ✓ | ✗ | ✗ |
| Manage settings | ✓ | ✓ | ✗ | ✗ |
| Billing & subscription | ✓ | ✗ | ✗ | ✗ |
| Delete company | ✓ | ✗ | ✗ | ✗ |
| MFA required | Yes | Yes | No | No |