What each role can doIn Settings › Team & seats
In Settings › Team & seats
The roles
Office roles see the operational pages. Field roles see their own jobs and Des, nothing with money. Bookkeeper sees the books and is free.
Example screenStart here · On a computer
- 1Settings
- 2Team & seats
- 3the role on each member's row
Access & permissions to widen one person.
On your phone: Settings → Team & seats.
In Settings › Team & seats
What each role sees
The owner sees everything. Everyone else sees the operational side and never your Wealth page. A role changes from the same row you set it on.
Example screenStart here · On a computer
- 1Settings
- 2Team & seats
each member's role is on their row.
On your phone: Settings → Team & seats — same rows.
In Settings › Team & seats
Your finances stay yours
Wealth, Taxes, Foresight, The Record, Settings and billing are owner-only, and Des follows the same lines when a team member asks it.
Example screenStart here · On a computer
- 1Settings
- 2Team & seats
- 3Access & permissions
On your phone: Settings → Team & seats.
Want to look at your own?
Technician for the truck, Manager for the office, Bookkeeper for your accountant.