How do I set roles and permissions?
The owner decides which screens each role opens (Business).
- 1Open Settings → Company → 'Roles and permissions' (owner only). Change a ready role or make one with 'New role'.
- 2Set each screen to 'Hidden · View only · Edit', and switch 'Approves expense claims', 'Own branch only' and 'Excel download'.
- 3In Settings → Company → Members pick a role for each person; for one person only, use 'Exceptions for this person'.