There are three types of accounts within the Celigo Platform: Account Owner Highest permission level available Only one allowed per account Often the creator of the account Abilities include: Creating and editing flows and flow components Inviting users Configuring user permissions Transferring account ownership Admin Second highest permission level available Same abilities as account owner… Continue reading Types of Accounts in Celigo
Tag: account types
Important Notes to Remember When Changing Account Types
Account Type field is set up when creating an Account and could not be edited once saved. However, there are instances when the user needs to edit them. Once the following accounts have been created and saved, the Account Type field can no longer be edited, even if there are no transactions yet. Bank Accounts Receivable… Continue reading Important Notes to Remember When Changing Account Types