Core concepts

Users and roles

Each account has its own users, signed in against that account. A user has a role that gates what they can do:

  • admin: full access, plus user management and account settings.
  • editor: create and change cash data, but not manage users.
  • viewer: read-only; can see every book and projection but change nothing.

Roles are enforced on the server, not just hidden in the UI. See *Manage users and roles*.

In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.