How to update an employee's role or invite an admin

Steps:

1. Open the Team tab to see everyone in your organisation.

2. Select the settings icon next to a team member.

3. Switch Portal Manager on or off to change advanced access for this user.

4. Enable all Accountant permissions with a single click.

5. Switch on Organisation Lead for top-level controls, then use All on to assign every permission in that role.

6. Click Save changes to apply the new roles and permissions.

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