Knowing who has what access to what information is critical for any business using web application for collaboration with internal teams, external contractors and clients.
Business needs are always evolving and today’s requirements might not work tomorrow: some want clients to have access to projects alone; some will need clients to create tasks on the projects; and some need varying levels of access for the internal team, i.e. a junior might not need access to invoices. In some cases freelancers or contractors are actual project managers and will need to see the financials and accounts to better manage projects and teams. All this and more is in your total control.
As a business owner its important to know who accesses to what data, its important to know what each preset does. We have solved this by creating a way for admin users to switch user profiles and see what the user will see if they login
to the company account.