Roles and access

Access has two levels: a role in the organisation, and a role in each brand.

Role	What they can do
Owner	Everything, in every brand. Creates legal entities, brands and users, manages brand admins, imports data, handles tax, reopens a closed period
Admin	The same as an owner for day-to-day administration

Owners and admins automatically have full access to every brand.

Everyone else is given a role for each brand they work in.

Role	What they can do in that brand
Brand admin	Manage the brand’s team (but not other brand admins), create and post transactions, connect Stripe
Accountant (shown as Editor / Accountant)	Create and post transactions. Can see company-wide financial statements, tax settings and import data
Bookkeeper	Create and edit drafts such as invoices and bills, but cannot post them to the ledger
Read only	View everything their role is allowed to see; change nothing

Job	Who can do it
Create a legal entity, brand or organisation user	Owner, admin
Manage a brand admin	Owner, admin
Assign people to a brand and set their role	Owner, admin, brand admin
Post invoices, bills and journals	Owner, admin, brand admin, accountant
Create and edit drafts	Owner, admin, brand admin, accountant, bookkeeper
View company-wide statements, the company ledger and tax settings	Owner, admin, accountant
Import data	Owner, admin, accountant
Close a period	Anyone who can post
Reopen a closed period	Owner, admin, with a written reason
Connect or sync Stripe	Owner, admin, brand admin