Team Members
0 of 2 seats used on the free plan
| Name | Role | Added | |
|---|---|---|---|
| No team members yet. Invite someone to get started. | |||
Role Permissions Reference
Employee
Submit expenses & upload receipts only
Submit expenses & claims
Upload receipts & documents
✗View invoices, bills, or reports
✗Access financials or settings
✗See other team members
Auditor
Read-only access to all records
View all records (read-only)
Export reports
✗Create or edit any records
✗Change settings or team
Bookkeeper
Record transactions and reconcile accounts
Record transactions & expenses
Reconcile bank statements
Manage bills & invoices
✗Manage team members
✗Change subscription or billing
Accountant
Full financial access including journal entries
Full access to financials
Post journal entries
Manage tax rates & settings
✗Manage team members
✗Change subscription or billing
Admin
Super-user / business owner with full control
All Accountant permissions
Manage team members & invites
Change subscription & billing
Owner
Full access including billing and org settings
Full access to everything
Billing & subscription management
Delete organization