OSuiteStart free trial

Add users andgive them roles

Each person with their own login, seeing only their part.

Add a user

  1. Open Users and roles in the menu and choose Add user.
  2. Enter their name, a login and a temporary password, and choose a role.
  3. They sign in and see only the parts their role allows.

Roles

Starter roles: Full access, Accountant, Sales and billing, Purchase and stores, Read only. A role gives view, edit or no access to sales, purchases, inventory, masters, payments, accounts, GST and payroll. Make your own role for anything in between.

When someone leaves

Deactivate their user. Their past work stays in the edit history under their name.

More help