Customers, vendors, and team access

How do I check my permissions as a team member? See the role and businesses currently available to your team login.
How do I choose which businesses a team member can access? Choose which businesses a teammate may work in.
How do I remove a team member's access? Remove future team access while preserving the work already recorded.
How do I add a customer with or without an email address? A customer can be saved before you know their email address.
Where can I find a customer's documents, payments, and balance? Use the customer’s workspace and statement to review what they owe and what has already been recorded.
How do I update a customer's billing details? Confirm the customer and business before changing billing details.
How do I add a vendor and check what I owe them? Create a vendor record for a supplier you buy from.
How do I invite a team member and set their permissions? Invite a colleague with the role and business access their work requires.
Where can I find a vendor's bills, orders, credits, and payments? Start from one supplier when you need to trace a purchase or payment.
How do I limit a team member to selected customers? Let a teammate work with specific customers rather than the entire customer list.