February 20, 2026
We’ve updated the internal team permissions for Staff vs. Admin users.
What’s changed:
- Staff users can’t access the Billing App, invoices, products, or the Billing tabs on client CRM profiles
- QuickBooks and Xero integrations are hidden from Staff users
- Billing-related notifications are turned off for Staff users
Admin users retain full access to everything. Contracts and all other features currently remain unchanged—Staff users can still access them. We’re working toward fully customizable roles in the future; this is a first step.
You can review the full internal user permissions in our Guide.
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