Team
Roles and permissions
Administrators manage everything. Juniors work on assigned clients. Company accountants work on the one business.
Updated 10 October 20261 min read
| Role | What they can do |
|---|---|
| Firm administrator | Everything in a CA firm: clients, staff, junior assignments, portal invites, settings, integrations, and Tally pairing. |
| Junior | Upload, review, assign ledgers, approve, and send to Tally for assigned clients only. Cannot add clients, invite people, or change settings. |
| Company administrator | Everything for the one business, including inviting accountants and integrations. |
| Company accountant | Documents, review, ledgers, and the trial balance for the business. Cannot manage the team or integrations. |
| Client portal user | Upload and view their own documents only. |
If someone needs more access, Settings shows them who their administrator is.
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- TeamInvite your teamAdministrators invite staff by email from Settings. Each person sets their own password.
- TeamAssign clients to juniorsJuniors only see the clients an administrator assigns to them.
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