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Team Management & Roles

Assign proper permissions, invite deal leads, and manage client access safely.

Team Management & Roles

Invite partners, deal coordinators, and external professionals to collaborate on your projects with clear permissions boundaries.

Roles Matrix

  • Admin: Full access to deal files, organization settings, and Stripe billing.
  • Deal Lead: Access to write/edit specific assigned deals, but cannot view billing.
  • Accountant: Read-only access to ledger items, tax exports, and Schedule E categories.
  • Vendor/Contractor: Interactive access to submit quotes, update project milestones, and request draws.

Related Screens

Need more assistance?

Our support team is available mon-fri to answer technical questions and deal setup inquiries.

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