The roles
| Can… | Owner | Admin | Accountant | Approver | Standard | Invoice only | Read only | Auditor |
|---|---|---|---|---|---|---|---|---|
| See the dashboard | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| See reports | Yes | Yes | Yes | Yes | Yes | — | Yes | Yes |
| Create invoices | Yes | Yes | Yes | — | Yes | Yes | — | — |
| Approve invoices | Yes | Yes | — | Yes | — | — | — | — |
| Enter bills | Yes | Yes | Yes | — | Yes | — | — | — |
| Approve bills | Yes | Yes | — | Yes | — | — | — | — |
| Make quotations and customer statements | Yes | Yes | Yes | — | Yes | Yes | — | — |
| Make purchase orders and supplier statements | Yes | Yes | Yes | — | Yes | — | — | — |
| Send documents | Yes | Yes | Yes | — | Yes | Yes | — | — |
| Manage contacts | Yes | Yes | Yes | — | Yes | Yes | — | — |
| Manage items | Yes | Yes | — | — | Yes | — | — | — |
| Record payments | Yes | Yes | Yes | — | Yes | — | — | — |
| Edit, delete or reverse what has already posted | Yes | Yes | — | — | — | — | — | — |
| Manage banking | Yes | Yes | Yes | — | Yes | — | — | — |
| Manage journals | Yes | Yes | Yes | — | — | — | — | — |
| Manage chart of accounts | Yes | Yes | Yes | — | — | — | — | — |
| Close periods | Yes | Yes | Yes | — | — | — | — | — |
| Manage assets | Yes | Yes | Yes | — | — | — | — | — |
| Manage tax | Yes | Yes | Yes | — | — | — | — | — |
| Payroll | Yes | Yes | — | — | — | — | — | — |
| Manage settings and templates | Yes | Yes | — | — | — | — | — | — |
| Manage members | Yes | Yes | — | — | — | — | — | — |
| Add and remove Marketplace plugins | Yes | Yes | — | — | — | — | — | — |
| Export data | Yes | Yes | Yes | — | — | — | — | Yes |
| View the audit trail | Yes | Yes | Yes | — | — | — | — | Yes |
A ninth role, Employee self-service, is for employees seeing their own payroll details and has no access to the company's books.
Connectors add roles of their own for the people who work in them, given by whoever runs that department — see People and access in the Transportation part and People and access in Procurement. The roles above also reach into Procurement once it is added: the Accountant, for example, prepares invoices and bills from it and chooses the accounts it uses.