What user types exist within Briefcase?
Last updated: September 22, 2025
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: Assign roles such as Admin, User, or Client with specific permissions.
Account Access Management: Specify which accounts each user or client can access.
Secure Account Addition: 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.
Video explanation
User roles
Admin
Account access: Full access to all accounts
Account creation: Can add new accounts to Briefcase and restrict who has access to these accounts upon creation.
Invite permissions: Can invite Admins, Users and Clients
Role management: Assign or change user roles
User
Account access: Limited access to assigned accounts
Account creation: Can add new accounts to Briefcase, all Admins and Users will be granted access to these accounts by default
Invite permissions: Can invite Users and Clients
Role management: Cannot change roles or access permissions
Client
Account access: Restricted access to only their assigned accounts
Account creation: Cannot add new accounts to Briefcase
Invite permissions: Cannot invite other Users or Clients
Role management: Cannot change roles or access permissions