Who can assign staff to client organisations and edit their permissions?

The practice administrator or master administrator is the role designated with the authority to assign staff to client organizations and manage their permissions. This role possesses elevated privileges within the practice management system, which enables them to make critical decisions regarding user access and roles within client organizations.

It's essential for this role to have the capability to manage permissions because it directly impacts data security and workflow efficiency. By controlling who can access certain client information and perform specific tasks, the practice administrator or master administrator ensures that only qualified personnel can handle sensitive financial data, thereby maintaining compliance and integrity within the organization.

Other roles, such as client managers, senior accountants, or general practice staff members, typically do not have the same level of permission management authority. These roles may have specific responsibilities but are usually geared toward operational tasks rather than administrative control over user permissions in the client organizations.