User groups make it easier to manage permissions – just select the right group instead of setting permissions for each user separately.
Preset user groups:
- Administrator – a user with full rights in the environment (viewing, editing, deleting)
- Accounting – some rights are missing from full access (e.g. adding users, activating, and modifying integrations)
- Sales department – allowed to view, edit, and add only sales-related documents and reports, deleting is not allowed
- Purchasing department – allowed to view, edit and add only purchase-related documents and reports, deleting is not allowed
To review the group’s permissions, click on the group name. A permissions overview will now open. If after reviewing the permissions of different groups, you feel that a suitable group is missing, you can add it by clicking the New group button in the user groups list (in the top right corner).
Permissions are divided into three categories:
- Viewing – data can be seen but not edited or deleted
- Editing – data can be viewed, added and edited but saved documents cannot be deleted
- Deleting – requires that viewing and editing are also allowed. The user can also delete entered data.
If you have clicked on Edit users group, you can start adding or removing user group permissions.
to grant permission
to deny permission
Once the necessary changes have been made, confirm them with the Save button, to cancel the changes, use the Cancel button.
For additional questions, please write to us at support@simplbooks.ee
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