SBPay.me User Roles - Revision history

Admin at 18:55, 2 February 2026

2026-02-02T18:55:26Z

← Older revision		Revision as of 18:55, 2 February 2026
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	{{#seo:		{{#seo:
	\|title=Frequently Asked Questions about Revenue Management Software & Billing \| SBPay.me		\|title=Frequently Asked Questions about Revenue Management Software & Billing \| SBPay.me
	\|description=~~Assign specific user roles for~~ SBPay.me to ~~manage~~ transactions ~~securely. Customize permissions easily~~. ~~Learn how here!~~		\|description=User role management in SBPay.me payment system. Assign permissions, control access to payment settings, transactions, and financial reports.
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, setup, setup help, support, help content, access levels, user roles, system access, create user, create access, add accountant access		\|keywords=faq, frequently asked questions, setup, setup help, support, help content, access levels, user roles, system access, create user, create access, add accountant access

Tania at 15:10, 15 May 2025

2025-05-15T15:10:40Z

← Older revision		Revision as of 15:10, 15 May 2025
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	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Admin and can not change any details associated with the System User role as well as block the System User profile.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Admin and can not change any details associated with the System User role as well as block the System User profile.</span>
	</translate>		</translate>

	<translate>		<translate>
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	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior Accountant:</span> Junior Accountants have moderate access to the dashboard and sales section Can create payment requests, view and manage their own user profile. Also, have view only access to the taxes section within SBPay.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior Accountant:</span> Junior Accountants have moderate access to the dashboard and sales section Can create payment requests, view and manage their own user profile. Also, have view only access to the taxes section within SBPay.
	</translate>		</translate>

	<translate>		<translate>
	<!--T:13-->		<!--T:13-->

Tania at 15:09, 15 May 2025

2025-05-15T15:09:51Z

← Older revision		Revision as of 15:09, 15 May 2025
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	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">System User:</span> The profile of the main admin of the account. Possesses all access levels Admin has, and additionally includes the rights to manage and block other system users with the Admin rights.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">System User:</span> The profile of the main admin of the account. Possesses all access levels Admin has, and additionally includes the rights to manage and block other system users with the Admin rights.
	</translate>		</translate>

	<translate>		<translate>
	<!--T:9-->		<!--T:9-->
	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Admin:</span> Administrators have the highest access level, enabling them to configure settings, manage user roles, initiate transactions, and oversee the entire financial ecosystem within SBPay. They have access to dashboard statistics, payments, invoices, recurring profiles, customer payment methods, and can create payment requests. Admins also manage company profiles, payment processors, taxes, custom features, and reports. They have the capability to create other system users and view the action logs of all the other users. Additionally, Admins have access to API Keys Authentication token, and Secret Key.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Admin:</span> Administrators have the highest access level, enabling them to configure settings, manage user roles, initiate transactions, and oversee the entire financial ecosystem within SBPay. They have access to dashboard statistics, payments, invoices, recurring profiles, customer payment methods, and can create payment requests. Admins also manage company profiles, payment processors, taxes, custom features, and reports. They have the capability to create other system users and view the action logs of all the other users. Additionally, Admins have access to API Keys Authentication token, and Secret Key.
	</translate>		</translate>

	<translate>		<translate>
	<!--T:10-->		<!--T:10-->
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	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accountant:</span> Accountants have access to sales sections, payments, invoices, recurring profiles, customer payment methods, and the ability to create payment requests. They can view their own user profile, manage taxes (including adding new ones), access tax reports, customer reports, and subscription metrics.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accountant:</span> Accountants have access to sales sections, payments, invoices, recurring profiles, customer payment methods, and the ability to create payment requests. They can view their own user profile, manage taxes (including adding new ones), access tax reports, customer reports, and subscription metrics.
	</translate>		</translate>

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	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer:</span> Viewers have limited access, allowing them to view sales sections (payments, invoices, recurring profiles, customer payment methods), tax settings, tax reports, customer reports, and subscription metrics. They can only view information from these sections without the ability to make changes.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer:</span> Viewers have limited access, allowing them to view sales sections (payments, invoices, recurring profiles, customer payment methods), tax settings, tax reports, customer reports, and subscription metrics. They can only view information from these sections without the ability to make changes.
	</translate>		</translate>

	<translate>		<translate>
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Tania: Marked this version for translation

2025-05-15T14:30:23Z

Marked this version for translation

← Older revision		Revision as of 14:30, 15 May 2025
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	<languages/>		<languages/>
	<translate>		<translate>
			<!--T:1-->
	{{#seo:		{{#seo:
	\|title=Frequently Asked Questions about Revenue Management Software & Billing \| SBPay.me		\|title=Frequently Asked Questions about Revenue Management Software & Billing \| SBPay.me
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	<translate>		<translate>
			<!--T:2-->
	Adding users to your [https://sbpay.me SBPay.me] account is a simple process that allows you to grant appropriate access rights to different team members based on their responsibilities and needs within the platform.		Adding users to your [https://sbpay.me SBPay.me] account is a simple process that allows you to grant appropriate access rights to different team members based on their responsibilities and needs within the platform.

			<!--T:3-->
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' The functionalities and range of user roles might be modified and extended in future development versions of SBPay.me.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' The functionalities and range of user roles might be modified and extended in future development versions of SBPay.me.</span>
	</translate>		</translate>

	<translate>		<translate>
			<!--T:4-->
	To add a new user, do the following:		To add a new user, do the following:

			<!--T:5-->
	:1. Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SBPay.me</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Users</span> section > Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Users.</span>		:1. Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SBPay.me</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Users</span> section > Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Users.</span>
	:2. Click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">New User</span> button.		:2. Click on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">New User</span> button.
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	:4. Once a profile is created the user will receive the invitation email and will be able to set his/get first password as well as 2-factor authentication.		:4. Once a profile is created the user will receive the invitation email and will be able to set his/get first password as well as 2-factor authentication.

			<!--T:6-->
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Each user's email address must be unique. It is not possible to create more than one user with the same email address.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Each user's email address must be unique. It is not possible to create more than one user with the same email address.</span>
	</translate>		</translate>
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	<translate>		<translate>

			<!--T:7-->
	;'''User Roles'''		;'''User Roles'''

			<!--T:8-->
	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">System User:</span> The profile of the main admin of the account. Possesses all access levels Admin has, and additionally includes the rights to manage and block other system users with the Admin rights.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">System User:</span> The profile of the main admin of the account. Possesses all access levels Admin has, and additionally includes the rights to manage and block other system users with the Admin rights.
	</translate>		</translate>
	<translate>		<translate>
			<!--T:9-->
	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Admin:</span> Administrators have the highest access level, enabling them to configure settings, manage user roles, initiate transactions, and oversee the entire financial ecosystem within SBPay. They have access to dashboard statistics, payments, invoices, recurring profiles, customer payment methods, and can create payment requests. Admins also manage company profiles, payment processors, taxes, custom features, and reports. They have the capability to create other system users and view the action logs of all the other users. Additionally, Admins have access to API Keys Authentication token, and Secret Key.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Admin:</span> Administrators have the highest access level, enabling them to configure settings, manage user roles, initiate transactions, and oversee the entire financial ecosystem within SBPay. They have access to dashboard statistics, payments, invoices, recurring profiles, customer payment methods, and can create payment requests. Admins also manage company profiles, payment processors, taxes, custom features, and reports. They have the capability to create other system users and view the action logs of all the other users. Additionally, Admins have access to API Keys Authentication token, and Secret Key.
	</translate>		</translate>
	<translate>		<translate>
			<!--T:10-->
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Admin and can not change any details associated with the System User role as well as block the System User profile.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Admin and can not change any details associated with the System User role as well as block the System User profile.</span>
	</translate>		</translate>
	<translate>		<translate>
			<!--T:11-->
	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accountant:</span> Accountants have access to sales sections, payments, invoices, recurring profiles, customer payment methods, and the ability to create payment requests. They can view their own user profile, manage taxes (including adding new ones), access tax reports, customer reports, and subscription metrics.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accountant:</span> Accountants have access to sales sections, payments, invoices, recurring profiles, customer payment methods, and the ability to create payment requests. They can view their own user profile, manage taxes (including adding new ones), access tax reports, customer reports, and subscription metrics.
	</translate>		</translate>
	<translate>		<translate>
			<!--T:12-->
	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior Accountant:</span> Junior Accountants have moderate access to the dashboard and sales section Can create payment requests, view and manage their own user profile. Also, have view only access to the taxes section within SBPay.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior Accountant:</span> Junior Accountants have moderate access to the dashboard and sales section Can create payment requests, view and manage their own user profile. Also, have view only access to the taxes section within SBPay.
	</translate>		</translate>
	<translate>		<translate>
			<!--T:13-->
	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer:</span> Viewers have limited access, allowing them to view sales sections (payments, invoices, recurring profiles, customer payment methods), tax settings, tax reports, customer reports, and subscription metrics. They can only view information from these sections without the ability to make changes.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer:</span> Viewers have limited access, allowing them to view sales sections (payments, invoices, recurring profiles, customer payment methods), tax settings, tax reports, customer reports, and subscription metrics. They can only view information from these sections without the ability to make changes.
	</translate>		</translate>
	<translate>		<translate>
			<!--T:14-->
	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer without Personal Info Access:</span> Similar to the Viewer role, this user can access the same settings but is restricted from viewing client details.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer without Personal Info Access:</span> Similar to the Viewer role, this user can access the same settings but is restricted from viewing client details.
	</translate>		</translate>
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			<!--T:15-->
	{\| style="display:block; width:100%; box-shadow: 2px 2px 15px rgba(45, 51, 72, 0.1); border-radius: 8px; border-collapse: collapse; margin-left:20px;"		{\| style="display:block; width:100%; box-shadow: 2px 2px 15px rgba(45, 51, 72, 0.1); border-radius: 8px; border-collapse: collapse; margin-left:20px;"
	\|- style=""		\|- style=""

Tania at 14:29, 15 May 2025

2025-05-15T14:29:55Z

← Older revision		Revision as of 14:29, 15 May 2025
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	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer without Personal Info Access:</span> Similar to the Viewer role, this user can access the same settings but is restricted from viewing client details.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer without Personal Info Access:</span> Similar to the Viewer role, this user can access the same settings but is restricted from viewing client details.
	</translate>		</translate>

	<translate>		<translate>

Tania at 14:29, 15 May 2025

2025-05-15T14:29:14Z

← Older revision		Revision as of 14:29, 15 May 2025
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	<translate>		<translate>

	;'''User Roles'''		;'''User Roles'''

Tania at 14:28, 15 May 2025

2025-05-15T14:28:38Z

← Older revision		Revision as of 14:28, 15 May 2025
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			<languages/>
			<translate>
	{{#seo:		{{#seo:
	\|title=Frequently Asked Questions about Revenue Management Software & Billing \| SBPay.me		\|title=Frequently Asked Questions about Revenue Management Software & Billing \| SBPay.me
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	\|keywords=faq, frequently asked questions, setup, setup help, support, help content, access levels, user roles, system access, create user, create access, add accountant access		\|keywords=faq, frequently asked questions, setup, setup help, support, help content, access levels, user roles, system access, create user, create access, add accountant access
	}}		}}
			</translate>

			<translate>
	Adding users to your [https://sbpay.me SBPay.me] account is a simple process that allows you to grant appropriate access rights to different team members based on their responsibilities and needs within the platform.		Adding users to your [https://sbpay.me SBPay.me] account is a simple process that allows you to grant appropriate access rights to different team members based on their responsibilities and needs within the platform.

	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' The functionalities and range of user roles might be modified and extended in future development versions of SBPay.me.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' The functionalities and range of user roles might be modified and extended in future development versions of SBPay.me.</span>
			</translate>

			<translate>
	To add a new user, do the following:		To add a new user, do the following:

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	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Each user's email address must be unique. It is not possible to create more than one user with the same email address.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Each user's email address must be unique. It is not possible to create more than one user with the same email address.</span>
			</translate>

			<translate>
	;'''User Roles'''		;'''User Roles'''

	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">System User:</span> The profile of the main admin of the account. Possesses all access levels Admin has, and additionally includes the rights to manage and block other system users with the Admin rights.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">System User:</span> The profile of the main admin of the account. Possesses all access levels Admin has, and additionally includes the rights to manage and block other system users with the Admin rights.
			</translate>
			<translate>
	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Admin:</span> Administrators have the highest access level, enabling them to configure settings, manage user roles, initiate transactions, and oversee the entire financial ecosystem within SBPay. They have access to dashboard statistics, payments, invoices, recurring profiles, customer payment methods, and can create payment requests. Admins also manage company profiles, payment processors, taxes, custom features, and reports. They have the capability to create other system users and view the action logs of all the other users. Additionally, Admins have access to API Keys Authentication token, and Secret Key.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Admin:</span> Administrators have the highest access level, enabling them to configure settings, manage user roles, initiate transactions, and oversee the entire financial ecosystem within SBPay. They have access to dashboard statistics, payments, invoices, recurring profiles, customer payment methods, and can create payment requests. Admins also manage company profiles, payment processors, taxes, custom features, and reports. They have the capability to create other system users and view the action logs of all the other users. Additionally, Admins have access to API Keys Authentication token, and Secret Key.
			</translate>
			<translate>
	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Admin and can not change any details associated with the System User role as well as block the System User profile.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Admin and can not change any details associated with the System User role as well as block the System User profile.</span>
			</translate>
			<translate>
	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accountant:</span> Accountants have access to sales sections, payments, invoices, recurring profiles, customer payment methods, and the ability to create payment requests. They can view their own user profile, manage taxes (including adding new ones), access tax reports, customer reports, and subscription metrics.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Accountant:</span> Accountants have access to sales sections, payments, invoices, recurring profiles, customer payment methods, and the ability to create payment requests. They can view their own user profile, manage taxes (including adding new ones), access tax reports, customer reports, and subscription metrics.
			</translate>
			<translate>
	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior Accountant:</span> Junior Accountants have moderate access to the dashboard and sales section Can create payment requests, view and manage their own user profile. Also, have view only access to the taxes section within SBPay.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junior Accountant:</span> Junior Accountants have moderate access to the dashboard and sales section Can create payment requests, view and manage their own user profile. Also, have view only access to the taxes section within SBPay.
			</translate>
			<translate>
	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer:</span> Viewers have limited access, allowing them to view sales sections (payments, invoices, recurring profiles, customer payment methods), tax settings, tax reports, customer reports, and subscription metrics. They can only view information from these sections without the ability to make changes.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer:</span> Viewers have limited access, allowing them to view sales sections (payments, invoices, recurring profiles, customer payment methods), tax settings, tax reports, customer reports, and subscription metrics. They can only view information from these sections without the ability to make changes.
			</translate>
			<translate>
	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer without Personal Info Access:</span> Similar to the Viewer role, this user can access the same settings but is restricted from viewing client details.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Viewer without Personal Info Access:</span> Similar to the Viewer role, this user can access the same settings but is restricted from viewing client details.
			</translate>
			<translate>

	{\| style="display:block; width:100%; box-shadow: 2px 2px 15px rgba(45, 51, 72, 0.1); border-radius: 8px; border-collapse: collapse; margin-left:20px;"		{\| style="display:block; width:100%; box-shadow: 2px 2px 15px rgba(45, 51, 72, 0.1); border-radius: 8px; border-collapse: collapse; margin-left:20px;"
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	\| style="border-bottom: 1px solid #e7ecf7; text-align: center; " \| <br>		\| style="border-bottom: 1px solid #e7ecf7; text-align: center; " \| <br>
	\|}		\|}
			</translate>

Admin at 11:30, 12 December 2024

2024-12-12T11:30:58Z

← Older revision		Revision as of 11:30, 12 December 2024
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	{{#seo:		{{#seo:
	\|title=Frequently Asked Questions about Revenue Management Software & Billing \| SBPay.me		\|title=Frequently Asked Questions about Revenue Management Software & Billing \| SBPay.me
			\|description=Assign specific user roles for SBPay.me to manage transactions securely. Customize permissions easily. Learn how here!
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, setup, setup help, support, help content, access levels, user roles, system access, create user, create access, add accountant access		\|keywords=faq, frequently asked questions, setup, setup help, support, help content, access levels, user roles, system access, create user, create access, add accountant access

Admin at 11:28, 4 December 2023

2023-12-04T11:28:03Z

← Older revision		Revision as of 11:28, 4 December 2023
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	<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Each user's email address must be unique. It is not possible to create more than one user with the same email address.</span>		<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' Each user's email address must be unique. It is not possible to create more than one user with the same email address.</span>

	;User Roles		;'''User Roles'''

	<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">System User:</span> The profile of the main admin of the account. Possesses all access levels Admin has, and additionally includes the rights to manage and block other system users with the Admin rights.		<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">System User:</span> The profile of the main admin of the account. Possesses all access levels Admin has, and additionally includes the rights to manage and block other system users with the Admin rights.

Admin: Created page with "{{#seo: |title=Frequently Asked Questions about Revenue Management Software & Billing | SBPay.me |titlemode=append |keywords=faq, frequently asked questions, setup, setup help..."

2023-12-04T11:27:34Z

Created page with "{{#seo: |title=Frequently Asked Questions about Revenue Management Software & Billing | SBPay.me |titlemode=append |keywords=faq, frequently asked questions, setup, setup help..."

New page

{{#seo:
|title=Frequently Asked Questions about Revenue Management Software & Billing | SBPay.me
|titlemode=append
|keywords=faq, frequently asked questions, setup, setup help, support, help content, access levels, user roles, system access, create user, create access, add accountant access
}}

Adding users to your [https://sbpay.me SBPay.me] account is a simple process that allows you to grant appropriate access rights to different team members based on their responsibilities and needs within the platform.

'''Please note!''' The functionalities and range of user roles might be modified and extended in future development versions of SBPay.me.

To add a new user, do the following:

:1. Go to SBPay.me -> Users section > Click on Users.
:2. Click on the New User button.
:3. Create User Profile: input Login, Name, Email address, Phone number, and select the user Role.
:4. Once a profile is created the user will receive the invitation email and will be able to set his/get first password as well as 2-factor authentication.

'''Please note!''' Each user's email address must be unique. It is not possible to create more than one user with the same email address.

;User Roles

System User: The profile of the main admin of the account. Possesses all access levels Admin has, and additionally includes the rights to manage and block other system users with the Admin rights.

Admin: Administrators have the highest access level, enabling them to configure settings, manage user roles, initiate transactions, and oversee the entire financial ecosystem within SBPay. They have access to dashboard statistics, payments, invoices, recurring profiles, customer payment methods, and can create payment requests. Admins also manage company profiles, payment processors, taxes, custom features, and reports. They have the capability to create other system users and view the action logs of all the other users. Additionally, Admins have access to API Keys Authentication token, and Secret Key.

'''Please note!''' Admin and can not change any details associated with the System User role as well as block the System User profile.

Accountant: Accountants have access to sales sections, payments, invoices, recurring profiles, customer payment methods, and the ability to create payment requests. They can view their own user profile, manage taxes (including adding new ones), access tax reports, customer reports, and subscription metrics.

Junior Accountant: Junior Accountants have moderate access to the dashboard and sales section Can create payment requests, view and manage their own user profile. Also, have view only access to the taxes section within SBPay.

Viewer: Viewers have limited access, allowing them to view sales sections (payments, invoices, recurring profiles, customer payment methods), tax settings, tax reports, customer reports, and subscription metrics. They can only view information from these sections without the ability to make changes.

Viewer without Personal Info Access: Similar to the Viewer role, this user can access the same settings but is restricted from viewing client details.

{| style="display:block; width:100%; box-shadow: 2px 2px 15px rgba(45, 51, 72, 0.1); border-radius: 8px; border-collapse: collapse; margin-left:20px;"
|- style=""
! style="font-weight: bold; padding: 30px; text-transform: uppercase; width: 25%;" |
! style="text-align: center; font-weight: bold; color: #0B3052; width: 15%;" | Admin/System User
! style="text-align: center; font-weight: bold; color: #0B3052; width: 15%;" | Accountant
! style="text-align: center; font-weight: bold; color: #0B3052; width: 15%;" | Junior Accountant
! style="text-align: center; font-weight: bold; color: #0B3052; width: 15%;" | Viewer
! style="text-align: center; font-weight: bold; color: #0B3052; width: 15%;" | Viewer without Personal Info Access
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Dashboard Access
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Limited 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Payments
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Limited 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Invoices
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Limited 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Recurring profiles
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Limited 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Customer payment methods
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Limited 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Create payment requests
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage user profiles
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Own only 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Own only 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Own only 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | Own only 
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Manage company profile
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF;text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Payment processors
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Tax management
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Custom features
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Reports
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
| style="border-bottom: 1px solid #e7ecf7; text-align: center;" | View Only 
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | Tag groups
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | User activity logs
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
|-
| style="border-bottom: 1px solid #e7ecf7; padding: 10px;" | API keys
| style="border-bottom: 1px solid #e7ecf7; color: #06ADEF; text-align: center; height: 30px;" | ✔ 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
| style="border-bottom: 1px solid #e7ecf7; text-align: center; " | 
|}