Users & access rights

Managing users and their access rights protects your financial data and ensures each employee sees only what concerns them. This is a core security step before expanding your team on the system.

Path: Settings ← Users & Companies ← Users

1. Open Settings then Users & Companies ← Users.
2. Click New, enter the user's Name and Email, then click Save to send the activation invite.
3. Set the User Type: Internal for employees, or Portal for external customers.
4. From the Access Rights tab enable the apps the user needs, such as Accounting or Sales.
5. For each app pick the role/level from the dropdown (e.g. Billing, Accountant, Adviser) to set the depth of access.
6. Set the permitted companies in Allowed Companies and choose the default company at login.
7. For fine-grained read/write rights enable Developer Mode then use Groups and Record Rules.
8. Save, and ask the user to open the invite link in their email to set a password and log in.