Roles

The Roles feature allows you to create and manage user roles, defining each role’s permissions and access levels.

Use Case

You can use the Roles feature to control access to your accounting software and ensure that each user has the appropriate level of access and permissions.

Instructions

Adding Role

1. Go to User Management>Roles
   
2. Click “(+)Create New Role” on the upper right side.
3. Enter New Role name.
4. Select User Permission.
5. Click “Create” to save new role.

Editing Role

1. Go to User Management>Roles
   
2. Click “Edit” button and make the necessary changes.
3. Click “Update” to save changes.