Roles
Different users need different access to financial state.
Owner
Accountant
Bookkeeper
AR clerk
AP clerk
Tax manager
Access
Roles and permissions for financial workflows.
Edith should separate owners, accountants, bookkeepers, AR/AP clerks, tax managers, auditors, developers, and admins.
Approvals
High-risk actions should require review.
Journal posting
Payment threshold
Period close
Tax filing
API keys
Role changes
Sensitive data
Financial data should be visible only when needed.
Bank masking
Reveal audit
Scoped portal
Download rights
Export rights
Session revocation