Users
Where a company administrator adds the people allowed to log in, decides what each one can do (their role), turns access on or off, and sees the whole team in one list.
Think of this like the front desk of your office building. The administrator is the security manager who issues badges: they add a person, decide which doors the badge opens (the role), and hand over a one-time PIN (the auto-generated password) that the newcomer swaps for their own. They can switch any badge off — but the building won't let them switch off the very last master key, so the office can never lock everyone out.
01What you see on the screen
Two cards. ➕ Add User (admins only) creates a login. Team Members lists everyone: Username · Email · Role · Status · Last login · Actions. Your own row shows "(you)" instead of buttons.
02Add a user — every field
| Field | What to enter | Example | Needed? | Why it matters |
|---|---|---|---|---|
| Username | The name they'll log in with | jane | Yes | Their login ID; unique within your company. |
| Their email address | jane@company.com | Yes | Contact address and a second unique identifier. | |
| First name | Their first name | Jane | Optional | For display/records. |
| Role | Their permission level | Accountant | Def. User | Controls what they can see and do. |
03The built-in roles
| Role | What they can do |
|---|---|
| User | Data entry — vouchers, parties, invoices; view accounts, items, reports. No banking, assets, VAT or user management. |
| Accountant | Full bookkeeping across accounts, vouchers, parties, items, invoicing, assets, banking and VAT. No deleting, no user management. |
| Manager | Review & approve — view most things, limited edits, run and export reports. |
| Tenant Admin | Full control, including adding users and changing settings. The only role that can manage other users. |
A Tenant Admin can also create custom roles with fine-tuned permissions — see Access Control. Those appear as extra choices here.
04Add a new user
- Sign in as a Tenant Admin and open the Users tab.
- In ➕ Add User, type a Username and Email (and optional First name).
- Choose a Role.
- Click Create User.
- Copy the one-time password shown, and share it securely with the new user.