Who has access
Everyone who can see or change these books. This list is visible to everyone with access — knowing who can read your financial records isn't privileged information.
What each level of access means
- Owner
- Everything, including billing and deleting the company. There is always at least one.
- Administrator
- Everything except billing. Can close the books and change who has access.
- Bookkeeper
- Enters and changes transactions. Cannot close the books or change who has access. This is the level for a contractor doing your books.
- Reviewer (read-only)
- Reads everything and can leave notes or flag items for you — but nothing they do changes a number. This is the level for an accountant reviewing your books.
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