New User Roles on OCTA: AR Specialist & Read-Only Access

At OCTA, we know finance teams aren’t one-size-fits-all. Different team members need different levels of access to do their best work—without the clutter or risk of over-permissioning.

That’s why we’ve introduced two new user roles: AR Specialist and Read-Only.

✅ AR Specialist

This role gives team members access to accounts receivable-related modules, so they can focus on what they do best—chasing payments, resolving issues, and managing cash flow—without seeing sensitive data or unrelated features.

👀 Read-Only

Perfect for advisors, leadership, or anyone who needs visibility without the ability to make changes. They can track progress, monitor workflows, and stay informed without touching a thing.

These roles are now available for all invited users on OCTA, making collaboration simpler and safer. Whether you're scaling your team or sharing visibility with stakeholders, you're covered.

🔒 More clarity. Less risk. And full control over who sees what.

Need help setting them up? Let's chat!