Staff roles and permissions basics

Not every teammate needs full admin access. Roles reduce accidental edits and data leaks.

1. List who sells, who delivers, and who bills.
2. Create or adjust roles under staff / roles settings.
3. Grant only the modules each role needs (customers, invoices, projects, support).
4. Review permissions after hiring or offboarding.

Practical splits

• Sales — leads, proposals, customers (limited delete).
• Delivery — projects, tasks, timesheets, files.
• Finance — invoices, payments, expenses.
• Admin — settings, staff, payment gateways.

Offboard promptly: deactivate staff who leave so portal and API access stop the same day.