What roles can I give someone?

Job title is for pay and reports. Access controls what a person may see and do; changing their title does not change it. Manager: office work, no owner pages. Technician: assigned jobs, Schedule and Ask Des, no money. Bookkeeper: books, billing and customers; no outbound email or pay rates. For an outside accountant, choose Bookkeeper for both Access and Job title. Marketer and Partner cannot be newly invited; existing members retain Ask Des. Open a member to change access and permissions. Tap the email to copy; hover shows the full address. The read-only accountant portal lists changes since export.