Configuring Roles and Permissions for Your Team

Last updated on: 05 Nov, 2025

Control what each team member can do.

In Settings > Users & Roles, first create the roles you need (e.g., "Salesperson", "Accountant"). Then, assign specific permissions to each role (e.g., "Create Invoices", "View Financial Reports"). Finally, when inviting a user, simply assign them the corresponding role.