Team Roles and Permissions

Members/Employees/Directors of an Accounting Practice

Practice Admin:

A Practice Admin is able to perform all functions, both for clients and the practice.

These include: Adding a client, adding a practice and client team members, connecting to the Accounting Platform, uploading, reviewing and publishing transactions and seeing billing information across the practice.

Practice Finance:

A Practice Finance is able to perform functions for specific clients that they are working on.

These include: Adding a client, adding client team members, connecting to the Accounting Platform, uploading documents, reviewing and publishing transactions for specific clients.

Employees/Directors/Internal Finance and External Finance of a Client Company

Company Admin:

A Company Admin is able to perform all functions for the specific client they have been added to.

Examples of this role type would be, an employee of a company who sends in expense documents or an internal bookkeeper/accounting working on the client.

These include: Adding client team members, connecting to the Accounting Platform, uploading, reviewing and publishing transactions and connecting to WhatsApp and Gmail Fetch for sending documents for extraction.

Company User:

A Company User only has the functionality to upload documents for extraction by Jack.