Who can see and change things?

Office permissions

Every team member has a permission: Owner, Admin, or Member. Owners and admins see every client and manage the team. A member works with the records and actions their assignments and access allow. A client a member opens stays open to them, and on a client they work on they do all of its bookkeeping (details). The job title shown next to a name, such as “Bookkeeper”, is a description only and does not change what anyone can do.

Client and contact access, task visibility, project membership, messaging access, and bookkeeping responsibilities can each affect what you can do.

Before sharing

Read the visibility message on a task or project. A public project means public within the office, not public on the internet.

A copied internal link does not give another person permission to open the record. Client-facing form links are different: send them only to the intended recipient.

Request the right access

Tell the manager which client, project, or action you need and why. Ask for the access needed for that work rather than a broader permission by default.

A button is disabled

It may be a permission issue, but it can also mean a required field is missing, a connection is unavailable, or a period is closed. Read the message first.