Team Roles and Permissions
Last updated 7 months ago
Team Roles
Member: View/edit their own expenses, no budgeting, CSV exports only
Manager: View/edit all expenses, create shared reports, view/edit budget, all exports
Admin: All of the above, invite users, change user roles (except for other admins/owner), & modify workspace settings
Generally, workspaces will have their own vendors, categories, payment methods, and teams. This will help you decide if you need multiple workspaces or one workspace to manage data.
The following will always be shared in the workspace:
Categories
Vendors
Clients
Saved locations (Trips)