# What user types exist within Briefcase?

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What user types exist within Briefcase?. Briefcase offers granular control over who can access what within your organisation. This ensures that your sensitive.

Briefcase offers granular control over who can access what within your organisation. This ensures that your sensitive data remains secure while facilitating collaboration among your team and clients.

# Key Features

-   **Organisation Settings:** Centralised management of all users and their roles.

-   **Custom Invite Links:** Secure, time-bound links to invite new users or clients to Briefcase.

-   **Role-Based Access Control:** Choose Team member or Client user, then set the access they need.

-   **Account Access Management:** Specify which accounts each person can access.

-   **Secure Account Addition:** Organisation admins can restrict access to new accounts upon creation.

**Organisation Settings** can be found by clicking the **cog icon** in the top-right corner next to your practice name. This is separate to **Client Account Settings** which can be found at the bottom of the left navigation bar.

# Choosing a user type

When you invite someone, Briefcase first asks whether they are a **Team member** or **Client user**. You then choose the accounts and access they need.

# User types and access

## Organisation admin

1.  **Account access:** Full access to all accounts

2.  **Account creation:** Can add new accounts to Briefcase and restrict who has access to these accounts upon creation.

3.  **Invite permissions:** Can invite team members and client users

4.  **Role management:** Make team members Organisation admins, and change user access

## Team member

1.  **Account access:** Limited access to assigned accounts

2.  **Account creation:** Can add new accounts to Briefcase, all Organisation admins and team members will be granted access to these accounts by default

3.  **Invite permissions:** Can invite team members and client users

4.  **Role management:** Cannot change roles or access permissions

## Client user

1.  **Account access:** Restricted access to only their assigned accounts

2.  **Account creation:** Cannot add new accounts to Briefcase

3.  **Invite permissions:** Cannot invite team members or other client users

4.  **Role management:** Cannot change roles or access permissions