Roles determine which modules and actions an employee can use. With custom roles you can tailor access precisely to each team member's responsibilities.
Default roles
The system offers the following built-in roles as a starting point:
- Admin — full access to every module.
- Invoice manager — access to invoicing and customer data, no access to system settings.
- Support agent — read-only access to customers and orders, no access to financial modules.
Creating a custom role
- Go to Employees → Roles and click New role.
- Give the role a name (e.g. "Sales agent").
- Enable the desired permissions per module via the checkboxes (read, create, edit, delete).
- Click Save role.
- Assign the role to an employee from their detail page or when inviting them.
You can update a role at any time. Changes to a role apply immediately to every employee with that role.