Ledger uses roles and financial access settings to control what each employee can do and see.
Roles
Common roles are:
- Owner: account owner with full authority by default.
- Admin: account administrator with broad setup access by default.
- Employee: standard team member.
Admins and owners can usually manage setup areas such as users, budget categories, templates, and vendors. Employees may have fewer Settings options.
Financial Access
Financial access controls whether someone can see company revenue information, especially fee transactions and invoices that include company fees.
Access levels are:
- Full access: can see all company financial information.
- Limited access: can see only approved fee categories.
- No access: cannot see company revenue information.
If you cannot see a fee transaction, invoice, billing total, or report section you expected to see, your financial access may be limited.
When To Ask An Admin
Ask an admin when:
- You cannot see a project, invoice, transaction, or category you need.
- You need access to a fee category.
- You think your role is incorrect.
- You need to manage users or presets and the option is not available.