How can I give team members specific types of access?

Create a custom role based on an existing role (Owner, Admin, Employee, Accountant, or AP Clerk), then adjust the permissions as needed. After saving the role, assign it to any team member who requires that level of access.

Step 1: Go to Venn "Create a custom role"

Step 2: Select "Admin", "Employee", "Accountant" or "AP Clerk" for a base set of permissions to be customized

Step 3: Enable or disable specific permissions

Step 4: Go to Venn "Team Management" and update the roles of any member to the custom role created

Note: Only users with the roles "Owner" and "Admin" may create custom roles