Users and roles in Accounting
Invite your accountant, staff or partner to your books, each with a role that sets what they can do.
Invite a user
- Go to Settings › Users and click Invite.
- Enter their email address and choose their role.
- Send the invitation.
They get an email with a link to join your books. Until they accept, they show as Pending Invite.
Roles
| Role | Can |
|---|---|
| Admin | Do everything, including business settings, users, the plan and the Audit Trail. |
| Accountant | Work with everything in the books: sales, purchases, expenses, banking, journals and reports. They can't change settings or users. |
| Staff (sales billing only) | Make invoices, estimates, sale orders, delivery challans and credit notes, record payments received, and look after parties and items. |
Change a user's role
- On the Users page, click Change Role next to the person.
- Choose Admin, Accountant or Staff and click Save.
The new role applies from their next click; they don't need to sign out. It doesn't use another seat. You can change a pending invite too.
- You can't change your own role.
- The business owner is always an Admin.
- Your team always keeps at least one Admin.
Remove or pause access
On the Users page, click Deactivate next to a person to stop their access. Their past work stays in your books under their name. Click Activate to give access back.
How many users
| Plan | Users |
|---|---|
| Free | 1 |
| Standard | 3 |
| Professional | 10 |
| Business | Unlimited |
Need one more? Add an Extra user from Upgrade Plan.
Related
- Invite your team: how access works across the Ellibo apps.