Mateo Inc Mateo Consulting Inc.
EN

Manage Roles

Manage roles for smoother operations and secure access.

Application roles
View role details and permissions.
Role Description Actions
admin Full access: manage clients, projects, services, timelogs, invoices, contacts; delete records; mark invoices paid. Role Details
staff Standard access: create and edit clients, projects, services, timelogs, invoices. Cannot delete or mark invoices paid. Role Details
accounting Read access plus: mark invoices as paid. Cannot delete records or access admin-only contacts. Role Details