Here is a brief breakdown of roles and permissions in LiveFlow.
We have three different types of roles.
1 - Admin
Admins has access to:
Inviting new members
Managing your workspace settings
Connecting QuickBooks companies
Disconnecting QuickBooks companies
Importing reports
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:
Importing reports
Refreshing reports
Drill down into reports
Use all our templates
3 - Viewer
Viewers has access to:
Refreshing reports
Drill down into reports
Use all our templates