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Team access

Every user has a role — Owner, Admin or Member — and a list of tabs they are allowed to open.

  • Owners see every module the organization has switched on, plus all settings.
  • Admins and Members get the specific tabs and settings sections their Owner grants.
  • Settings is split into Organization, Approval Rules, Team Access, and Titles & Tiers.
  • The organization profile holds your logo, address, tax and registration numbers, and bank accounts — these print on invoices.