Truss has the following permission tiers, each with their own unique feature access:
Explore an overview of the various permission tiers provided by Truss. You can find this page in Settings > Teams > User Roles
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