Owner, Manager and Sales

Each business has one Owner. Staff are Managers or Sales. The Roles table on Staff shows what each can do.

Owner

Everything, including payments and staff. Only Owners invite staff, change roles, set up Get paid and the bank account, and send documents to get verified.

Manager

Everything except inviting people, setting up Get paid and the bank account, and sending verification documents. Managers see reports, profit and all transactions, edit the profile and apply for grants.

Sales

Invoices, payments and customers. No business totals.

• Create and send invoices, and record payments.
• See what one customer owes, and their history.
• Add expenses, without the monthly total.
• Handle orders. Products and stock are hidden.
• No reports, profit, Transactions, Staff, Profile, Grants or Raise Capital.

Tip Sales still sees each invoice's own amount. Only totals about the whole business are hidden.

Change a role or remove someone