Admin (Level 1) Permissions

What an Admin can do

●       Open and edit Firm Setup, including Firm Details, branches, and Configurations.

●       Add, edit, and remove users, and assign role levels.

●       Configure questionnaires, thresholds, Rules Builder, and email settings.

Admins do not have day-to-day access to client or job work in the way Accountant and Manager roles do.