The basic principle
Access to what's needed for that role, not full access for everyone "to keep things simple". An employee working on delivery doesn't need visibility into the company's billing.
What it looks like in practice
- Owner/Admin: see everything, including billing and sensitive settings.
- Project manager: sees their own projects and clients, not necessarily full billing.
- Employee: sees the tasks and projects they're involved in.
Why it matters more than it seems
Granular roles reduce the risk of an accidental leak of sensitive information and clarify who's responsible for what, with no ambiguity.
Bottom line
Restricting access isn't a lack of trust in the team, it's a basic practice that protects both the company and the employees, in case something goes wrong.