User Access Control
Multi-company | Multi-branch | Multi-currency ready
Role & Permission Management
Control what each role can view, create, edit, or delete per module.
Permission draft
New User
Legend:
View
Create
Edit
Delete
Administrator always has full access and cannot be restricted.
Administrator
Full ERP access
Core Modules
| Module | View | Create | Edit | Delete |
|---|---|---|---|---|
| Dashboard |
|
N/A | N/A | N/A |
| Clients |
|
|
|
|
| Invoices |
|
|
|
|
| Payments |
|
|
|
|
Finance & Operations
| Module | View | Create | Edit | Delete |
|---|---|---|---|---|
| Vendors |
|
|
|
|
| Accounts Payable (AP) |
|
|
|
|
| Reports |
|
|
|
|
Administration
| Module | View | Create | Edit | Delete |
|---|---|---|---|---|
| User Access Control |
|
|
|
|
| Finance Settings |
|
|
|
|
Accounting Staff
Billing, payments, reports
Core Modules
| Module | View | Create | Edit | Delete |
|---|---|---|---|---|
| Dashboard |
|
N/A | N/A | N/A |
| Clients |
|
|
|
|
| Invoices |
|
|
|
|
| Payments |
|
|
|
|
Finance & Operations
| Module | View | Create | Edit | Delete |
|---|---|---|---|---|
| Vendors |
|
|
|
|
| Accounts Payable (AP) |
|
|
|
|
| Reports |
|
|
|
|
Administration
| Module | View | Create | Edit | Delete |
|---|---|---|---|---|
| User Access Control |
|
|
|
|
| Finance Settings |
|
|
|
|
Finance Staff
Collections and cash controls
Core Modules
| Module | View | Create | Edit | Delete |
|---|---|---|---|---|
| Dashboard |
|
N/A | N/A | N/A |
| Clients |
|
|
|
|
| Invoices |
|
|
|
|
| Payments |
|
|
|
|
Finance & Operations
| Module | View | Create | Edit | Delete |
|---|---|---|---|---|
| Vendors |
|
|
|
|
| Accounts Payable (AP) |
|
|
|
|
| Reports |
|
|
|
|
Administration
| Module | View | Create | Edit | Delete |
|---|---|---|---|---|
| User Access Control |
|
|
|
|
| Finance Settings |
|
|
|
|