Workspaces

If you are an accountant or manager and your clients have invited you to their accounts, you can view and manage their data from your own Frihet account.

How it works

When a client invites you as an accountant to their account:

1. A workspace selector appears in the sidebar
2. You can switch between your account and your clients' accounts with a click
3. When switching, all views (invoices, expenses, clients) show the data of the selected client
4. A top banner indicates that you are viewing another user's data

What you can do in a client's workspace

With the accountant role:

• Read: invoices, quotes, expenses, clients, vendors, products
• Create/edit: invoices and expenses (with client numbering)
• Cannot: delete data, change settings, view billing

Invoices created on behalf of a client use their numbering series and appear in their account.

Accounting Firm Dashboard

If you have access to multiple clients, the /gestoria path shows a dashboard with:

• Cards for each client with their name, email, and role
• Next quarterly tax date
• Button to directly open their workspace

Access from the sidebar under My clients.

Client Document Portal

Clients who have an assigned accountant see a banner on their dashboard:

"Your accounting firm has access to your data. Upload your vendor invoices under Expenses."

This makes it easier for them to upload documents that the accountant needs for accounting.

Security

• Permissions are verified both in the interface and in Firestore rules
• Write and delete operations are validated at the data layer
• The owner's settings (tax profile, billing, security) are never accessible to team members
• The audit log always identifies who performed each action