Everyone in one system, each with their own rights.
Because the price is flat per company, there is no reason to share logins. Give everyone their own account with exactly the rights they need.
Let everyone work in the same system and see only what they should.
Give each colleague a role: sales writes quotes and invoices, staff hand in expense claims, finance sees the books and the bank. Sensitive parts such as cashflow and payment approval open only for the people you choose. Two-step login (2FA) can be switched on as an option.
User rights
Roles
Sales, finance, staff and accountant roles cover most companies from the first day.
Rights per module
Decide who can see quotes, invoices, books, bank, purchase approval and expense claims.
Sensitive parts closed
Cashflow and payment approval open only for the people you name.
Two-step login (2FA)
Switch on a second step at login as an option, per company.
Accountant login
Your external accountant gets read and export access and does not count towards your users.
Who did what
Signatures, approvals and bookings carry the name of the user and the time.
Four steps
- Invite your colleaguesEveryone gets a login of their own.
- Pick a roleStart from a role and adjust the rights where needed.
- Close what is sensitiveName the people who can see cashflow and approve payments.
- Review now and thenRemove access when someone changes job or leaves.
Questions and answers
Do extra users cost extra?
No. The price is per company. Core includes up to 5 users and Pro has no limit.
Is two-step login mandatory?
No, it is optional. You can switch it on for your company when you want the extra protection.
Can a salesperson see the books?
Not unless you give that right. The sales role covers quotes, invoices and sales reports.
Goes together with
Sales reports and metrics
See how sales are going without building a spreadsheet first.
Read more →Treasury & LiquidityCashflow history and forecast
See where the money went and where the balance is heading.
Read more →Expenditure ControlPurchase invoice approval
Protect company cashflow from duplicate bills and unapproved spending.
Read more →Ready for a calm back office?
Try the whole program in the live demo, filled with sample quotes, invoices, books and a VAT return. No sign-up, no email, no credit card.