Permission manager – this is someone who can open the permissions page and manage roles and permissions
for all users in the company.
QBO admin – this is someone in possession of QuickBooks Online login
credentials, who can see the accounting page of Matter365, create invoices,
statements of accounts, manage trust accounts, and see Billing and Invoicing
tabs on Matter dashboard.
Reporting manager – users in this role will be able to see a link to a reporting page in a menu on the left hand side of Matter365 application, and from there, to generate reports.