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Custom Permissions

Fine-tune access for each user

Custom Permissions

Beyond Roles

Fine-tune access per user:

  • Module access
  • Feature restrictions
  • Data limitations

Module Permissions

Enable/disable access to:

  • Invoicing
  • Payroll
  • TDS
  • Reports
  • Settings

Data Restrictions

Limit to:

  • Specific clients
  • Date ranges
  • Departments

Setting Permissions

  1. Go to Settings > Team
  2. Click on user
  3. Edit permissions
  4. Save changes

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