Chapter 1. Data foundationPOC
Access and roles
Who can sign in with Google, and what each role is allowed to see and do.
What each role can do
Checked on the server for every request, not just hidden on screen.
| Permission | Partner | Manager | Staff accountant | Admin |
|---|---|---|---|---|
| See every team and client in the firm | Yes | No | No | Yes |
| See their own team's people and clients | Yes | Yes | No | No |
| See their assigned clients | Yes | Yes | Yes | No |
| Read QuickBooks companies, balances, customers, vendors and bills | Yes | Yes | No | Yes |
| Connect, refresh and disconnect QuickBooks companies | Yes | No | No | Yes |
| Change agent, guardrail and release settings | Yes | No | No | Yes |
| Invite people and change their role | Yes | No | No | Yes |
Sign in with Google as a partner or administrator to invite people and change roles.