Users and roles in SwiftlyBooks

Add someone

1. Press Add user, give their name and Email, and choose their Role. The Username follows the email.
2. For a role that sees only its own branches, tick the Branches they work in.
3. Press Create user. They get an email inviting them in.

Change someone

• The pencil beside a person changes their name, email or role.
• The shield opens their rights, to give or take away single ones. What differs from their role is marked.
• The key resets two-step sign-in, for someone who lost their phone.
• The last button deactivates them: they can't sign in, and their work stays.

Change a role

1. Open the Roles tab and press a role. Its rights show as a card for each module.
2. Tick what it may do, then press Save.
3. For a new role, press New role, or Copy as a new role on one that comes close.

Good to know

• Seven roles come ready: Administrator, Accountant, Bookkeeper, Sales clerk, Cashier, Purchases clerk and Viewer.
• Nobody changes the rights of their own role, or gives rights they don't hold.
• To let your accounting firm in, type Their firm's email under Your accountant and press Invite your accountant.

Related

• Your profile
• Branches
• Settings
• Activity log