Here is a brief breakdown of Workspaces and roles/permissions in LiveFlow.
Workspaces
Workspaces act as way to organize your connected QBO files. Workspaces contain the QBO files that you've connected to that certain workspace, as well as the team members your Admin as added to the workspace.
You can have unlimited number of workspaces.
You can create one workspace that contains all your QBO files and team members/viewers. Alternatively, you can create separate workspaces that contain certain QBO files and team members.
We have three types of User Permissions:
1 - Admin
Admins has access to:
Inviting new members
Managing your workspace settings
Connecting/Disconnecting QuickBooks companies
Creating reports or dashboards
Refreshing reports
Drill down into reports
Use all our templates
Note: Only the Billing Admin can manage billing. Regular admins can't.
2 - Editor
Editors has access to:
Creating reports or dashboards
Refreshing reports
Drill down into reports
Use all our templates
3 - Viewer
(*To view dashboards, users will need to be listed as viewers)
Viewers has access to:
Accessing dashboards created in the web-app
Refreshing reports
Drill down into reports
Use all our templates