Available Roles
Owner
- Full administrative control
- Manage users and settings
- All permissions
Manager
- Approve/reject journal entries
- Create entries
- Run reports
- Cannot manage users
Accountant
- Create and submit entries
- View transactions
- Run reports
- Cannot approve entries
Viewer
- Read-only access
- View all data
- Run reports
- No data entry
Key Permissions
| Action | Owner | Manager | Accountant | Viewer |
|---|---|---|---|---|
| View data | ✓ | ✓ | ✓ | ✓ |
| Create entries | ✓ | ✓ | ✓ | ✗ |
| Approve entries | ✓ | ✓ | ✗ | ✗ |
| Manage users | ✓ | ✗ | ✗ | ✗ |
Assigning Roles
When adding or editing users, select the appropriate role. Changes take effect immediately.Important Rules
- Users cannot approve their own entries
- Only Owners can manage users
- One role per user