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Our admin interface is fully role-based, so you control exactly what each staff member can see and do.
For example, you can let your accounting team view reports without allowing them to change customer records by assigning them the “Accounting” role. Roles give you a secure way to manage every access level across your team.
And if you’re a one-person operation, you can simply use full access—no complicated setup or confusing configurations required.
We found that when you break apart roles in your team you get efficient workloads. For example, our accounting reports are specifically designed so accounting staff can easily read and import this data into your accounting system.
Roles in the System
Add-on roles can be assigned to any user: