Understanding User Roles and Permissions

Managing your team effectively means understanding the different user roles within Tidyflow and the permissions that come with each. Here's a quick guide to help you assign the right roles and maintain control over your workspace.

User Types

There are three main user types in Tidyflow:

- Owner
- Admin
- Standard
- Contractor
- Contacts (note: these users are managed as part of Contact Management and not in the normal User Settings)

Owner

Owners are the top-level users with the following capabilities:

- Full access to all features
- Manage Subscription Billing.
- Can view Private Projects and Task, only if granted access.
- Add Billing and Cost Rates for Users.
- Add permissions for other Users to View and/or Edit Cost and Billing Rates for Users.

Admin

Admin users are similar to Owners but with a couple of key differences:

- Can perform most actions that Owners can, except for accessing billing information.
- Can view Private Projects and Task, only if granted access.

Standard

Standard users can participate fully in daily operations with the following exceptions:

- No access to billing details.
- Cannot manage other users.
- Unable to alter Firm Settings, such as the Firm's name and other critical details.

Contractor

Contractor users will have full access to Clients they are given access to. They will have access to all tasks, files and notes, etc. for these clients.

Contact

Contact users can access the Client Portal.

Note: Always consider the principle of least privilege when assigning roles to ensure the security of your firm's data and operations.

Updated on: 14/11/2024