Team, roles and permissions
An organisation can work as a team. Available operations depend on each user's role and permissions.
Team management
- invite users to the correct organisation;
- assign roles according to responsibilities;
- restrict administrative, financial and bulk operations;
- remove access when a person no longer needs it;
- review members and permissions regularly.
Data from different organisations is isolated. Do not share one account between people: individual accounts preserve action history and allow access to be revoked safely.