Skip to main content
What can we help you with?
Audience: Customer
Module: Team & HR
Time to read: 4 minutes
Applies to: All plans
Quick answer
Roles and permissions control what users can see, edit, or manage in the app.
Why permissions matter
Poor access control leads to:
• Data risk
• Accidental changes
• Confusion and conflict
How permissions are structured
Permissions typically define access to:
• Modules
• Actions (view, edit, approve)
• Sensitive financial or strategic data
Common mistakes
• Assigning admin access too widely
• Never reviewing permissions
Best practice
Review roles and permissions regularly as the business evolves.
Related articles
• How do I add team members?
• How does Team & HR connect to Finance?