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User roles and permissions
There are four different user roles in Plutio: 1. Owner: The person who created the business account, and have full access to the business. 2. Co-owners: Co-owners are usually business partners who are invited to the business by the owner and then given the role "co-owner". This role gives them the same level of access as the owner. 3. Clients: Client is a default user role designed specifically for when inviting clients into your busines
Change user role
You can change anyone's role at anytime. To change someone's role: Go to your People dashboard. Click through to the user profile. Click on Edit from the profile menu. Under their profile picture there should be a dropdown to change the role. The changes are instantly applied.