Team Roles

Manage workspace access with organization-scoped users, invites, and role-aware controls.

Better Accountant is organization-scoped. Users operate inside a workspace, and backend access checks must resolve that workspace before returning client, document, or accounting state.

Roles

The product distinguishes firm users by role so sensitive actions can be limited.

Typical role boundaries:

RoleExpected access
OwnerFull workspace, billing, team, and settings control.
AdminOperational administration and most workspace settings.
MemberDay-to-day accounting work inside assigned workspace scope.
ReviewerReview-oriented workflows where configured.

Invites

Invites are tied to an organization, target email, role, token hash, expiration, and inviter.

Expired or revoked invites should not grant access, and accepted invites should be recorded for auditability.