Truss has the following permission tiers, each with their own unique feature access:
Explore an overview of the various permission tiers provided by Truss.
Admins
This permission tier has full access to everything in Truss.
Admins can also manage synced QuickBooks Online invoices.
Cash account: Full access
Card account: Full access
Payments: Full access
User settings: Full access
Bookkeeper
Bookkeepers can also manage synced QuickBooks Online invoices.
Cash account: Limited access
View only, cannot withdraw or deposit funds.
Card account: Full access
Payments: Limited access
Can create payments, but require admin approval to send.
User settings: Limited access
Can view company users, but can't send invites
Sales Representative
Cash account: Limited access
Can only deposit checks, cannot view the Cash account or withdraw funds.
Card account: Limited access
Can only view their own cards and expenses.
Payments: Limited access
Can create payment requests and only view payments they created.
User settings: No access
Project Manager
Cash account: No access
Card account: Limited access
Can view all cards but can only update cards they own.
Payments: Limited access
Can only view payments.
User settings: No access
Employee
Cash account: No access
Card account: Limited access
Can only view their own cards and expenses.
Payments: No access
User settings: No access