Bring your bookkeeper or partner into NoteHarbor with the right level of access.
The three roles
- Owner — full control of the account, including billing, branding, and sensitive views like the per-loan Audit Log. There is exactly one ultimate owner of the account.
- Admin — day-to-day management of loans, borrowers, payments, escrow, and documents, without account-level billing control.
- Team Member — works inside the loan book on the tasks you'd expect, with the narrowest set of account-level powers.
The owner is automatic
The person who creates the account is automatically the Owner — no setup step required. From there, invite others under Settings → Team and assign each the role that fits.
Picking a role
Give partners and managers Admin; give a bookkeeper or assistant Team Member. Keep Owner for whoever owns the billing relationship and should see owner-only surfaces like the Audit Log.
Roles control what's visible and editable in the app — match the role to the trust and responsibility of each teammate.