Permission Management

Assign a preset to each user, then fine-tune individual permissions as needed.

SJ
Editor
ⓘ Select a preset below to set the baseline. Permissions marked ✦ Custom can be individually toggled on or off on top of the preset. Locked permissions follow the preset and cannot be changed per-user.
✓
🛡
Owner
Full account control. Manages users, billing, and all settings. Intended for the primary contact.
All features on User management Billing & payments
✓
✎
Editor
Day-to-day operational access. Can work with payroll, employees, and documents but cannot manage users.
Payroll & reports Employees No user mgmt No billing
✓
👁
Viewer
Read-only access. Ideal for auditors, brokers, or executives who need visibility without edit rights.
View & download Receive alerts No edits No uploads
Custom permission overrides
Toggles apply on top of the selected preset
✦ Hybrid mode
— enabled
— disabled
— locked to preset