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    • How to change the role of the user in the company or grant certain rights?
    How to change a user's permission set (role) or grant additional permissions? Go to: Account → Companies and users Sets of access rights Each company user is assigned a permission set (role) that determines what the user can view and do in the system (e.g., manager, accountant, sales manager). User list window How to change a user's role? Select a user from the list. Click the "Change set of access rights" button. Select the desired role from the list. Click "Save". Set of access rights change window How to create a new set of access rights? Open the "Set of access rights" section. Click "+ Create new set of access rights" or "Copy of access rights". Select the company where the set will be used. Configure permissions and save. New permission set creation window How to edit an existing set of access rights? Click the edit button next to the selected set. Select what the user will be able to do (which modules to access and actions to perform). Save the changes. Permission set editing window Example: A user with the "Director" role can view reports (inventory, general ledger, sales/purchases), manage bank entries, and review financial data, but may not have access to other modules. Note: Only a user with the „Manager“ role can assign or change permissions. System permission sets cannot be edited – they can only be viewed.
    › › ›
    Accounting Software

    How to change the role of the user in the company or grant certain rights?

    How to change a user's permission set (role) or grant additional permissions?
    Go to: Account → Companies and users

    Sets of access rights
    Each company user is assigned a permission set (role) that determines what the user can view and do in the system (e.g., manager, accountant, sales manager).

    User list window

    User list window

    How to change a user's role?

    • Select a user from the list.
    • Click the "Change set of access rights" button.
    • Select the desired role from the list.
    • Click "Save".

    Set of access rights change window

    Permission set change window

    How to create a new set of access rights?

    • Open the "Set of access rights" section.
    • Click "+ Create new set of access rights" or "Copy of access rights".
    • Select the company where the set will be used.
    • Configure permissions and save.

    New permission set creation window

    New permission set creation window

    How to edit an existing set of access rights?

    • Click the edit button next to the selected set.
    • Select what the user will be able to do (which modules to access and actions to perform).
    • Save the changes.

    Permission set editing window

    Permission set editing window

    Example:
    A user with the "Director" role can view reports (inventory, general ledger, sales/purchases), manage bank entries, and review financial data, but may not have access to other modules.

    Note:
    • Only a user with the „Manager“ role can assign or change permissions.
    • System permission sets cannot be edited – they can only be viewed.

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