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

At OCTA, we know finance teams aren't one-size-fits-all. That's why we've introduced two new user roles: AR Specialist and Read-Only.

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.

Read-Only

Perfect for advisors, leadership, or anyone who needs visibility without the ability to make changes.