- The adviser user role explained
- The standard user role explained
- The invoice only user role explained
- The read only user role explained
- Give users the bank account admin permission
- Assign, edit or remove a user's access to expenses
- Assign or remove payroll admin access for a user
Any role without the tick on ‘bank account, transactions, and statements’ and ‘reports, budgets and manual journals’ is not able to see the financial details. IO stands for 'invoice only'.