Users

Settings → Users is Business Manager only.

You can:

• Add a user (email, name, role)
• Assign them to clients and/or client groups
• Edit, deactivate, or delete

Roles you can pick: Assistant (Bookkeeper), Manager (Account Manager), Operations, Owner (Business Manager).

What each role can do: Roles. Per-client Approve / Void / Export is a separate matrix under User Permissions.