[vc_row full_width=”stretch_row” gap=”30″ full_height=”yes” content_placement=”middle” css=”.vc_custom_manageusers_hero{padding-bottom:32px !important;background-color:#f1f0fc !important;}”][vc_column width=”1\/2″ css=”.vc_custom_manageusers_left{margin-bottom:16px !important;}”][vc_column_text]<\/p>\n
Role-Based Staff Access<\/p>\n
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Because user access works inside the same billing and business software<\/a> used for sales, inventory, accounting and payments, you can let employees work in myBillBook without giving every user complete control of the business.<\/span>[\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_manageusers_steps{padding-top:32px !important;padding-bottom:24px !important;}”][vc_column width=”1\/2″] Go to the Manage Users section from the myBillBook menu.<\/p>\n Add the user details required to give the staff member access to the business.<\/p>\n Select the role that best matches the user’s responsibility, such as sales, stock, delivery, accounting or business administration.<\/p>\n Save the user so the assigned role and its permitted actions are applied to that account.<\/p>\n If the staff member’s responsibilities change, review the user setup and update the role where appropriate.<\/p>\n [\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/2″][vc_empty_space height=”240px”][vc_video link=”https:\/\/youtu.be\/3D3tyBiCWw4?si=215UmJ3Kzfg1Rm3D”][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_manageusers_roles{padding-top:32px !important;padding-bottom:32px !important;background-color:#f1f0fc !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″] Give sales staff access to the sales tasks they need while keeping more sensitive business actions restricted based on the assigned role.<\/p>\n Use stock-oriented roles for staff who need access to item and inventory-related tasks without giving them unrestricted control over the full business account.<\/p>\n Where supported, accounting-focused roles can be used for users who need access to relevant financial or reporting workflows.<\/p>\n Higher-level roles can access more sensitive controls and business settings than operational staff roles.<\/p>\n [\/vc_column_text][vc_empty_space][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_manageusers_controls_head{padding-top:32px !important;background-color:#4c3cce !important;}”][vc_column] Use the available sales roles to limit whether a salesperson can edit sales vouchers instead of giving every sales user the same level of control.<\/p>\n [\/vc_column_text][vc_empty_space][vc_column_text css=”.vc_custom_manageusers_card{padding:18px !important;background-color:#ffffff !important;border-radius:5px !important;}”]<\/p>\n Some item-level settings are available only to selected roles, helping keep stock-related configuration under tighter control.<\/p>\n [\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_column_text css=”.vc_custom_1794560906212{padding-top: 16px !important;padding-right: 16px !important;padding-bottom: 16px !important;padding-left: 16px !important;background-color: #ffffff !important;border-radius: 1px !important;}”]<\/p>\n Sensitive actions such as deleting bank accounts are limited to admin-level access, helping protect financial records from accidental changes.[\/vc_column_text][vc_empty_space][vc_column_text css=”.vc_custom_manageusers_card{padding:18px !important;background-color:#ffffff !important;border-radius:5px !important;}”]<\/p>\n User roles continue to affect access to supported actions across myBillBook rather than applying only inside the Manage Users screen.<\/p>\n [\/vc_column_text][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_manageusers_examples{padding-top:32px !important;padding-bottom:32px !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″] Sales roles can be configured so a staff member can work on permitted sales activity without automatically receiving unrestricted edit access.<\/p>\n Current product permissions limit item-level discount configuration to selected higher-access roles such as Admin, Partner, Stock Manager and Accountant.<\/p>\n Deleting a bank account is an admin-only action, reinforcing that sensitive Cash & Bank operations are protected by user access rules. For that workflow, see the Cash & Bank feature<\/a>.<\/p>\n<\/span>\n\t\t\t\tHow to Manage User Access in myBillBook\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16″][vc_column_text]<\/p>\n
Step 1: Open Manage Users<\/h3>\n
Step 2: Add the Staff Member<\/h3>\n
Step 3: Assign a Predefined Role<\/h3>\n
Step 4: Save the User<\/h3>\n
Step 5: Review Access When Responsibilities Change<\/h3>\n
<\/span>\n\t\t\t\tGive Staff Role-Based Access\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16px”][vc_column_text]<\/p>\n
Sales Roles<\/h3>\n
Stock Roles<\/h3>\n
Accounting Roles<\/h3>\n
Admin and Partner Roles<\/h3>\n
<\/span>\n\t\t\t\tProtect Sensitive Actions with User Permissions\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_manageusers_controls{padding-top:32px !important;padding-bottom:32px !important;background-color:#4c3cce !important;}”][vc_column width=”1\/2″][vc_column_text css=”.vc_custom_manageusers_card{padding:18px !important;background-color:#ffffff !important;border-radius:5px !important;}”]<\/p>\n
Restrict Sales Editing<\/h3>\n
Limit Stock Settings<\/h3>\n
Keep Admin-Only Actions<\/h3>\n
Apply Permissions Across Features<\/h3>\n
<\/span>\n\t\t\t\tExamples of Access Controls in myBillBook\t\t\t<\/span><\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16px”][vc_column_text]<\/p>\n
Sales Voucher Access<\/h3>\n
Item-Level Discount Settings<\/h3>\n
Bank Account Deletion<\/h3>\n
Inventory Responsibilities<\/h3>\n