Roles determine the level of access and permissions your staff member has in the Partner Portal. When adding a new staff member, you'll be prompted to select which role should be applied to their profile (this can be edited at any time by the account Owner).
Owner: Has full control and visibility across the Partner Portal.
Administrator: Similar to the Owner, but cannot add staff members.
Manager: Has all permissions needed to set up client accounts, manage integrations, and add documents.
Staff: Can manage clients they are assigned to, including viewing profiles, adding documents, and creating tasks.