Roles and permissions
Everyone in an organization has one role. Each role can do everything the roles below it can, across all of the organization's stores and QuickBooks companies.
| Role | What they do |
|---|---|
| Owner | Billing, members and roles, transferring ownership and deleting the organization, plus everything an Admin can do. Each organization has exactly one Owner. |
| Admin | Store and QuickBooks connections, organization settings, and inviting and managing members, plus everything a Bookkeeper can do. |
| Bookkeeper | Product, tax and payment mapping; posting, retrying and resolving held orders. |
| Viewer | Read-only access to orders, mappings and the dashboard. |
Today's access, page by page
| Page or action | Owner | Admin | Bookkeeper | Viewer |
|---|---|---|---|---|
| Dashboard | ✓ | ✓ | ✓ | ✓ |
| See the organization's name and your role | ✓ | ✓ | ✓ | ✓ |
| Rename the organization | ✓ | ✓ | ||
| See members and invitations | ✓ | ✓ | ||
| Invite, resend and revoke invitations | ✓ | ✓ | ||
| Change roles and remove members (not the Owner) | ✓ | ✓ | ||
| Leave the organization | ✓ | ✓ | ✓ | |
| Transfer ownership | ✓ | |||
| Delete and restore the organization | ✓ | |||
| See QuickBooks companies and their lists | ✓ | ✓ | ✓ | ✓ |
| Refresh a company's lists | ✓ | ✓ | ✓ | |
| Connect, reconnect and disconnect QuickBooks | ✓ | ✓ | ||
| See stores and their import progress | ✓ | ✓ | ✓ | ✓ |
| Connect, reconnect and disconnect stores | ✓ | ✓ | ||
| Change store settings; pause and resume history | ✓ | ✓ | ||
| See orders and their history | ✓ | ✓ | ✓ | ✓ |
| See buyers' names, emails and addresses | ✓ | ✓ | ✓ | |
| Search orders by buyer email | ✓ | ✓ | ✓ | |
| Refresh an order from the store | ✓ | ✓ | ✓ | |
| Erase a buyer's details | ✓ | ✓ |
This table grows as Iris adds mapping and posting.
Two-factor authentication
Owners and Admins must use two-factor authentication.