Business Owners: Billing, Wallet & Team · 1 MIN READ
Understand owner and staff permissions
Who this is for: Business owners
Steps
- Use the owner account for business details, team management, billing and wallet operations.
- Give staff access to the operational work they need: requests, quotes, orders and permitted inventory/sales tasks.
- Use the assigned role when deciding who can see analytics.
- Ask the owner to resolve missing access instead of sharing an owner password.
Before you finish
Owners have full business access. Enterprise analytics is available to owners and permitted business admins; ordinary staff do not receive owner financial management access.
Screen guide
Fictional development examples. Prices, balances and account details are not real transactions.
Business staff.