Role-Based Permissions
Define exactly what each person can see and do, so admins, accountants, and clients each work within access matched to their role.
- No set up fees
- No credit card required
- Cancel anytime
Members (4)
Role-based permissions let a practice define exactly what each person can see and do in Receiptflow. Admins, accountants, and clients each get access matched to their role, so nobody sees more than their job requires.
Three roles, mapped to how firms actually work
Admin, accountant, and client roles are not arbitrary tiers, they follow the natural split of who manages the account, who reviews receipts, and who submits them, without needing a custom permission scheme built from scratch.
Three roles cover the practice owner, the reviewers and the clients themselves.
Accountant access can be scoped by client
An accountant does not have to see every client on the account by default, access can be limited to the clients they are actually assigned to.
Define exactly what each person can see and do.
Clients never see each other's data
The client role is fully isolated, each client's own submissions and history are visible only to them, regardless of how many other clients the practice serves.
Rowan & Vale
sees every client
Halewood Joinery
own data only
Selby Trade Supplies
own data only
Marden Print Co.
own data only
Each client signs in to their own data only - no shared view, no cross-over.
Only admins change roles
Role assignment sits with admins, so a team member cannot escalate their own access, and the practice retains control over who can do what.
Member
Can view and edit their own information
Admin
Can view and edit all information
Why default full access is a liability
A team where everyone can see everything is simple to set up and difficult to justify later, particularly for client data. Role-based permissions build access restriction in from the start, rather than as a retrofit once it becomes a concern.
No blanket visibility
Junior staff and clients only see what their role actually needs, not the whole client base by default.
No self-escalation risk
Only admins can change roles, closing off the possibility of access creeping upward unchecked.
No manual access requests
Permissions are set once per role, not negotiated individually every time someone needs to see a client.
Practices formalising access as they grow
Practices onboarding junior staff
Scoped access lets new team members work productively without exposure to the full client base on day one.
Practices with client confidentiality obligations
Isolated client access supports the confidentiality expectations clients already assume are in place.
Practices preparing for an audit or review
Clear role boundaries are easier to demonstrate than an informal, undocumented access approach.
