Firm · Team
Your team
Manage members and roles across your firm. Team members are free — invite as many as you need.
Total team
4
Active
2
| Member | Roles | Status | Last activity | ||
|---|---|---|---|---|---|
|
Sofia Alvarez
English (US)
|
sofia@meridianbookkeeping.com | Owner | Active | Jul 20, 2026 |
|
|
Ben Whitfield
English (US)
|
ben@meridianbookkeeping.com | Manager | Active | Jul 18, 2026 |
|
|
Grace Liu
English (US)
|
grace@meridianbookkeeping.com | Bookkeeper | Deactivated | May 2, 2026 |
|
|
Tom Alvarez
English (US)
|
tom@meridianbookkeeping.com | Reviewer | Invited | — |
|
Firm · Team
Your team
Manage members and roles across your firm. Team members are free — invite as many as you need.
Roles control what each team member can see and do across the firm. System roles (Owner, Manager, Bookkeeper, Reviewer) ship with sensible defaults but their permission set is editable per firm.
| Role | Description | Members | Permissions | |
|---|---|---|---|---|
|
Owner
System
Firm-scope
|
Full control over the firm, billing, and every client business. | 1 member | All 42 |
|
|
Manager
System
Firm-scope
|
Manages clients, engagements, and team, minus firm billing. | 1 member | 34 of 42 |
|
|
Bookkeeper
System
Business-scope
|
Day-to-day bookkeeping on assigned client businesses. | 1 member | 18 of 42 |
|
|
Reviewer
System
Business-scope
|
Read-only review and approval of prepared work. | 1 member | 9 of 42 |
|
|
Payroll Specialist
Custom
Business-scope
|
Payroll runs and filings on assigned businesses only. | 0 members | 12 of 42 |
|
💡 Click any row to view or edit its permissions matrix.
Firm · Team
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