Manager
Define permission levels for users with full access to your company's data. They can add, delete and manage the permission level of team members. These users can install apps, add bank transactions, generate reports, and manage payroll.
Advanced Access Controls
Assign features, information, and roles team members need to perform their duties. Allow access to specific apps and control permissions to view, edit, create, or delete records. Work with default permission levels for Managers, Accountants, Employees, and Customers. Add more options based on your business needs.
Accountant
Grant role-specific access to accountants, bookkeepers, or financial advisors. You can give them access to cash records, bank transactions, reports, invoices and bills, sales, and payroll records. Permit users to create, edit, and delete journal entries.
Ready to start? Install the Roles & Permissions today.
Employee
Give permission to view, create, edit and delete dashboards. You can define privilege levels for settings, reports, purchases, and apps that enable them to perform their job description efficiently. You can limit permission levels to only installed apps.
Customer
Give this permission to users who can access the Client Portal and pay their invoices online through the payment methods you set up. They can see your company's transaction history, including their profile, invoices, payments, and proposals.
Simple no-tricks pricing
Increase your productivity
By subscribing, you don't have to worry about any kind of upgrade costs. Just keep using the software and enjoy all the new features as long as your subscription lasts.
What's included
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Pay-as-you-go
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Unlimited installation
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Updates & support during the subscription period
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Secure cloud storage
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Monthly
Yearly
$9
$6
per month
Billed yearly.
You save $36 a year!
Roles & Permissions app is only available to use in our Cloud service.
