There are three levels of user access available in Client Hub: Practice Admin,Practice Staff, and Client Users.
1) Practice Admin
Practice Admin users have full access to all client workspaces as well as the Practice Settings from the left navigation. This allows them to manage the account settings and add/manage other Admins and staff assignments.
2) Practice Staff
Practice Staff users have less access than Admin users. Practice staff will only have access to the client workspaces to which they are assigned. They also do not have access to the Practice settings, which means they can not add/manage other Staff or Admin users nor can they change practice settings. However, Staff does have the ability to invite new Client Users to existing client workspaces
3) Client Users
Client Users will only have access to the "Client Workspace" and "File Manager" tabs within the company that they are invited to. This is the only user function on the client side rather than the accountant side of Client Hub. They cannot manage apps, resources, or create Client Tasks. They can respond to Client Tasks requests and navigate the Conversations feature.