Roles

Every user on a firm has a role. The left rail and which invoice buttons you see both depend on it.

Role in Settings	What you will see in the app	Typical work
Owner	Business Manager (BM Dashboard)	Firm admin, all invoice steps including Pay and Release
Manager	Account Manager (AM Dashboard)	Review and approve client work; no Pay / Release queues
Assistant	Bookkeeper (BK Dashboard)	Enter invoices, deposits, and credit cards
Operations	Operations	Can Pay invoices that are already To Pay

Extra permissions

On top of role, a Business Manager can grant per-client permissions in User Permissions:

• Approve Transactions
• Void Transactions
• Export Data

The firm owner (super user) always has every permission.

Invoice workflow by role

• Bookkeeper — enter and code; cannot advance the invoice
• Account Manager — Mark invoice as reviewed, Approve, Hold Invoice, Reject Invoice
• Business Manager — every step, including Release and Pay
• Operations — Pay when the invoice is To Pay

Details: Invoice workflow.