Team users and roles

Give each person their own login #

Instead of sharing one password, give every team member their own account. Open Configuration → Team & Users to manage them.

How to add a user #

1. Click Add User.
2. Enter the name, email and a password.
3. Pick the role – Manager, Accountant or Staff (the Owner has full access).
4. Save. The person can now sign in with their own details.

You can deactivate a user any time they leave, which blocks their access while keeping their history intact.

What each role sees #

• Manager – day-to-day operations and most modules.
• Accountant – payments, invoices, expenses, ledger, reports and payroll.
• Staff – bookings, payments and customers.

Benefits #

• Accountability – you can see who created or changed each record.
• Security – staff cannot reach pricing or settings they should not touch.
• Easy off-boarding – deactivate a login instead of changing shared passwords.