Roles & Permissions
Understand user roles and permissions in SettleWise
Roles & Permissions
Learn about the different user roles and their permissions.
Role Types
Admin
Full access to all features:
- Organization settings
- User management
- All invoices and payments
- QuickBooks configuration
- Billing and subscription
Manager
Can manage operations:
- Create and manage invoices
- Record payments
- Manage customers
- View reports
- Cannot modify organization settings
Staff
Basic operational access:
- Create invoices
- Record payments
- View customers
- Limited report access
Permission Matrix
| Feature | Admin | Manager | Staff |
|---|---|---|---|
| Organization Settings | ❌ | ❌ | |
| User Management | ❌ | ❌ | |
| Create Invoices | |||
| Edit Invoices | ❌ | ||
| Record Payments | |||
| Manage Customers | ❌ | ||
| View Reports | Limited | ||
| QuickBooks Config | ❌ | ❌ |
Related
- User Management - Manage team members