# How do I manage user permissions in Briefcase?

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How do I manage user permissions in Briefcase?. Permissions control what someone can do in Briefcase. Client access controls which client accounts they can.

Permissions control what someone can do in Briefcase. Client access controls which client accounts they can use. You can manage both from **Settings → Organisation → Team**.

Adding someone new? Start with [how to invite team members and clients](https://briefcase.so/articles/how-do-i-invite-new-users-to-briefcase), then use this guide to choose their access.

**Organisation admins can:**

-   Change permissions and client access for existing users

-   Invite team members and client users

**Team members can:**

-   Invite other team members and client users

# Choosing permissions

When you invite someone, choose the closest access preset:

-   **Full access**: for people who need to manage day-to-day work.

-   **Read + upload only**: for people who need to upload documents and see activity, without publishing changes.

-   **Read own + upload only**: for people who should only see items they have submitted.

-   **Custom access**: for anyone who needs a different combination of permissions.

Team members can also be made an **Organisation admin**. Organisation admins can access all current and future client accounts.

![The Access step of the Invite someone window, showing access presets and individual permissions](https://briefcase.so/images/support/user-access/invite-access-step.png "Choose an access preset")![The Access step of the Invite someone window, showing access presets and individual permissions](https://briefcase.so/images/support/user-access/invite-access-step-dark.png "Choose an access preset")

You can review the individual permissions before sending the invitation. If you change one, the selection becomes **Custom access**.

# Managing client account access

1.  Find the person in **Your Team** or **Your Clients**.

2.  Select **Permissions** to change what they can do.

3.  Select **Clients** to change which client accounts they can access.

4.  Review the changes, then save them.

# Common user configurations

## Adding client employees for expense claims only

-   Invite the employee as a **Client user**.

-   Choose **Custom access**. Under **Expense Claims**, turn on **View Own Only** and **Create**, and leave **Publish** off.

## Adding clients for upload only

-   Invite the client as a **Client user**.

-   Choose **Read + upload only**, then review the permissions before sending the invitation.

## Adding clients who should only see their own uploads

-   Invite the client as a **Client user**.

-   Choose **Read own + upload only**, then review the permissions before sending the invitation.

For the wider practice setup, see [how to get started with Briefcase as an accountant](https://briefcase.so/articles/how-to-get-started-with-briefcase-as-an-accountant).