Access
Owner, Administrator, Finance, and Team Lead access
Use an Access role as a clear starting point, then narrow or extend access only where the person’s work requires it.
Owner
The Owner has the highest Company authority, including ownership and consequential configuration. Keep this role limited to people who genuinely control the Company account.
Administrator
An Administrator handles broad Company setup and operations according to the active Permissions. Administrator access does not replace ownership.
Finance
Finance is intended for payment, amount, invoice, and related financial work. It should not receive unrelated people or team access automatically.
Team Lead
A Team Lead is responsible for selected Contractors and receives only the operational and financial Permissions the Company chooses.
Contractor
A Contractor uses the Company areas available for their own work and records. Contractor access does not include Company-wide administration.