Team Members
Role Reference
Owner
Full access to all features and settings
Clients (4)Inventory (4)Transactions (3)Payments (3)Documents (4)Engage (3)Sourcing (2)Settings (2)Integrations (2)Users (2)Audit (1)Reports (2)
Admin
Full access except transferring ownership
Clients (4)Inventory (4)Transactions (3)Payments (3)Documents (4)Engage (3)Sourcing (2)Settings (2)Integrations (2)Users (1)Audit (1)Reports (2)
staff
No permissions assigned.
Viewer
Read-only access across the CRM
Clients (1)Inventory (1)Transactions (1)Payments (1)Documents (1)Sourcing (1)
Accountant
Payments, financial reports, and audit logs
Clients (1)Transactions (1)Payments (3)Documents (1)Audit (1)Reports (2)