Getting Started

Understanding roles and permissions

Learn how Admin, Manager and Staff roles keep your data safe while everyone works together.

Getting Started

Every user in your workspace belongs to a role. Roles decide what each person can see and change.

Admin

Full access to everything — settings, billing, users, data exports and audit logs. Assign this role carefully.

Manager

Day-to-day operational access: create and edit sales, purchases, invoices and stock. Cannot change billing or delete the workspace.

Staff

Read and create within assigned modules, such as entering sales or recording expenses, without access to reports or settings.

Audit trail

All significant actions are recorded. Admins can review who changed what and when from the audit log.


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