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People and access

Add your team, decide who can do what, and keep track of approvals and changes.

This section is for owners and managers. It covers employees, roles and permissions, departments, approvals, the audit log and branches.

• Add and manage employees

  Invite people to your company, set their department and role, edit their details, and switch them off or on.

• Roles and permissions

  Create a role that says who can view, create, edit, delete and export in each module, and limit it to certain branches.

• Departments

  Create departments such as Sales or Accounts and use them to group your employees.

• Approvals - ask for a second pair of eyes

  Require approval before important actions such as voiding an invoice, then review and decide the requests.

• Audit log - who did what and when

  Read the tamper-evident record of changes, filter it, and see the before and after of each change.

• Branches - add locations and choose what each one runs

  Add a branch, change what it runs, and assign warehouses and bank accounts to it.