How do management-company staff permissions work?

Owners and managers decide who on staff can approve spending, edit sensitive records, or access financial data. Every staff action is attributed to the person who took it in the relevant audit log.

From the guide Roles & Account Types.

Permissions and staff

Management companies and contractors add employees and decide, per person, which parts of the account are hidden, read-only or fully open — see Team Permissions. Each staff member acts under the organization, and actions are attributed to them in audit logs.

Read the whole guide: Roles & Account Types

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