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πŸŽ‰ Echtzeit-Steuerfreigabe: ZATCA Phase 2 & Peppol BIS 3.0 zertifiziert
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Users and roles

What each role can see and do.

Updated

Each role in short:

  • Owner β€” everything, including plan, billing and closing the company.
  • Admin β€” everything except plan and billing.
  • Accountant β€” Books, bank, VAT, reports, period locking. Can view Bills.
  • Sales β€” customers, products, quotes and invoices. Cannot see bank, expenses or reports.
  • Submitter β€” upload bills and receipts, submit expense claims, see their own submissions.

Change or remove access

Go to Settings β†’ Users, choose the person and change their role or choose Remove. Their past actions stay in the activity log.

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