What can each role do?
Owner: everything. Manager: runs day to day (leads, clients, quotes, invoices, payments, reports, bulk tools, deleting) but cannot see banking details, payment keys, security, the team or backups. Sales: works their own leads and quotes, adds and edits clients, views invoices, no payments or money reports. Finance: invoices, payments, receipts, credit notes, statements and money reports, no leads.
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