It isn't clear if they are self-hosting, cloud hosting, or networking.

I found a couple of articles that, if nothing else, will be helpful for terminology for your own search and for the help system. They look pretty current to me. I work with Lacerte SDK.

https://accountants.intuit.com/support/en-us/help-article/access-permissions/manage-users-lacerte/L5...

https://accountants.intuit.com/support/en-us/help-article/access-permissions/setting-trustee-rights-...