Roles and who can change money

Roles are checked on the server.

• Owner — Billing, plan, delete, every project.
• Admin — Run the account day to day.
• Project manager — Delivery: tasks, snags, programme, many costs.
• Bookkeeper — Money in and out, not necessarily the site chat.
• Viewer / family — Read. No amount edits.
• Client — Portal view on Professional. No commercial margins they should not see.

If someone should not change an invoice, do not give them owner or bookkeeper. Hiding a button is not the control.

Security & trust →