Users

Users controls who can log in and what they may do: User, Role and User Permission, with the cards Failed Login Attempts, Total Website Users and Total System Users and the two login activity charts. The administrator opens it when staff join or leave. Roles decide who can submit, cancel and amend, so they are the first line of control over the books, and the login log here is part of the activity trail the IRD procedure expects.

1. 01Go to Users from the sidebar.
2. 02Click User > New with the person's email, then add roles such as Accounts User.
3. 03Use User Permission to restrict a user to one company or cost center.
4. 04Read Failed Login Attempts and Login Activity for unusual access.
5. 05Untick Enabled on users who leave.
6. 06Review roles yearly; keep System Manager to one or two people.

Add staff and decide what each can see.

Give the accountant the Accounts Manager role.