Roles & Permissions

Create custom roles to control what each team member can see and do across every module.

Creating a Role

1. Go to Settings > Roles tab.
2. Click New Role.
3. Enter a Name for the role (e.g., "Junior Accountant").
4. For each module, set permissions:
   • View -- see records
   • Create -- add new records
   • Edit -- modify existing records
   • Delete -- remove records
5. Click Save.

Assigning a Role

1. Go to Settings > Team tab.
2. Click the team member you want to update.
3. Select the new role from the Role dropdown.
4. Click Save.

The member's access updates immediately based on the role's permissions.