Granting Team Access and Role Permissions
How to invite team members, managers, and accountants to Putler with custom role-based view and edit permissions.
To grant access to team members in Putler, you can give them either ADMIN or SUPPORT access to your data sources (accounts). ADMIN access provides access to all reports, while SUPPORT access grants access to selected reports. To do this, follow the steps outlined in the Putler documentation on How to create Teams in Putler. When creating a team, add the data source you want to share with your team members and specify their role (admin/support). An invitation will be sent to the team members, allowing them to access the shared data source within Putler.