Business ManagerAdd Multiple Users
Get your team onboard and have them use the same data. Automatically reduce possibility for human error and decrease redundant tasks. Grant Role-based permissions to each member and control who can do and see only what they need.
Role Based Permissions
Manage your teams' access to each module individually.
Business Manager
This role grants Full Access within the current Business.
Licensing and Access
Allows managing subscriptions and user roles.
General Admin
This role grants access to manage Client and Products/Services information.
Account History
Grant your Accountant permission to view Financial Account History reports.
Manage Expenses
This roles grants full access to manage Account Expenses and Categories.
Expenses
Limited access for adding Expenses only.
Manage Quoting
This roles grants full access to manage and create Quotes.
Quoting
Limited access for adding and editing own Quotes.
Manage Invoicing
This roles grants full access to manage and create Invoices.
Invoicing
Limited access for adding and editing own Invoices.
Manage Receipting
This roles grants full access to manage and create Receipts.
Receipting
Limited access for adding and editing own Receipts.