Company account permissions explained

When adding or editing a user, you can define their company-level permissions. These settings control what actions they can take across the whole account.

1. Create, edit, and archive projects
   • Grants the ability to create new projects, update project details and settings, and archive projects.
2. View projects
   • Everyone’s: The user can see all projects in the company account.
   • Own and shared: The user can only see projects they own or that are shared with them.
3. Edit estimates and target budgets
   • Allows changes to initial project estimates and target budgets.
   • Tip: Disable this to keep estimates fixed for accurate financial comparison throughout the project.
4. Accounts payable manager access
   • Controls what invoices the user can access in the company inbox:
     • Own: Invoices linked to their projects.
     • Shared: Invoices shared with them.
     • Company files: All invoices across the company account.
   • Note: Commonly enabled for bookkeepers or anyone responsible for allocating invoices to projects.
5. Access company settings and integrations
   • Gives access to company-wide settings and the ability to configure integrations.
6. Manage users and permissions
   • Allows adding new users, editing roles, and updating permission settings.

See also: How to invite a user to the company account