What it is
Primary admin: the owner. Full access to every Book and every setting. Can add and remove members, hand the business over, and delete it. There is exactly one.
Admin: full access to every Book and the business settings. Can add and remove members. Cannot delete the business or remove the primary admin.
Employee: sees only the Books you give them, with a role per Book. No business settings. Cannot delete Books.
Why it helps
You decide how much of your money records each person sees.
How to do it
- Open Settings, then Business Team.
- Tap "View roles & permissions in detail" for the full list.
Good to know
- An admin always has every Book. You cannot limit an admin to some Books; make them an employee instead.
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