Help Center

Users, Roles & Permissions

Guides for adding staff, creating roles, assigning access, and organising your company and branches.

1. How access works: plans, roles and permissionsUnderstand what your plan allows, and how roles decide what each staff member can do.
2. RolesCreate a role for a type of job, choose what it can do, and see which users have it.
3. Add a userAdd a staff member, choose which apps they can open, and give them a role in your business.
4. Your company and branchesUnderstand your company, business groups and units, and how staff are placed in them.
5. Edit a user and change where they workChange a staff member's details, switch their account off, or move them to another branch or unit with Assign Hierarchy.