Roles, departments and permissions

Every member is an Owner, an Admin or a Teammate. Change a role from Team, then Manage team, from the menu on a person's row.

Departments group people; files and folders can be shared with a department. Positions are job titles with a set of permissions attached. Set both up under Workspace settings.

The Permissions page lets you switch individual abilities on or off per person: who can create invoices, delete records, run rules, and so on. A teammate who tries something they cannot do can request it; the request goes to the people you chose as approvers.