Roles control what a contact can see inside their company's portal. Each role has two switches:

Who gets what

• Owner contacts always see everything.
• Everyone else sees what their assigned role allows.
• A contact with no role can sign in but sees no billing or work content until you assign one.

Creating and assigning roles

1. 1

   Open the client's Contacts card and find Contact roles

   Press to add a role and name it, for example "Billing contact".

2. 2

   Choose its switches

   Tick Can view billing, Can view work, or both.

3. 3

   Assign it

   Pick the role when you add a contact, or change it later from the contact's row.