Roles
For: Admins — the permission set you assign on Users
Name a role, then turn switches on per module. That is what a user with this role can click in Books. Users only picks the role — it does not define the switches.
Settings → Users and roles → Roles → Add or Edit → switches → Save
What this is for
1. The list
Columns: Role Name, Description. Actions: Edit, Copy, Delete
What it affects: Which named roles exist to pick on Invite User / Update User. It does not change who is signed in until you assign the role on Users
2. Add / Edit / Copy
Titles Add Role, Edit Role, or Add Role (Copied). Copy starts a new role with the same switches.
- 1
Enter Role Name and Description (both required). Optionally tick This Role is for Accountant users.
- 2
In the table, set switches per module. Columns: Module Name, Full Access, Create, View, Edit, Delete, Export. Parent rows (bold) group children. Not every column shows on every row.
- 3
Click Save. Cancel returns to the list.
Typical modules: Full Access turns Create / View / Edit / Delete on together
Reports: View and Export only. Child report rows follow the Reports parent switches
Analytics: View only. Children follow the Analytics parent View
Inventory Config / Other Settings: Settings screens under those groups: View + Edit, or Create / View / Edit / Delete (Additional charges, Incentive)
What it affects: Every module gate for users who have this role: which lists they open, and whether they can create, edit, delete, or export
Note: The module list is the live company menu, not a fixed Help Center catalog. Rows that are off the plan stay disabled.
Business rules
| Topic | Rule |
|---|---|
| Admin only | Settings → Users and roles → Roles. Title Roles Management. Add opens Add Role |
| Admin system role | The row named Admin cannot be edited or deleted. Tooltip: This is a system generated role. Copy still works |
| Delete | Confirm Are you sure you want to delete "…"? Blocked while the role is assigned to users: Please unassign it before deletion |
| Accountant | Checkbox This Role is for Accountant users. Users on that role get the accountant flag used to approve / cancel payments and bank transfers |
| Not on plan | A module row can show (Upgrade your plan to get access). Those switches stay off and disabled |