In all our plans (Basic, Business, Premium), you can define user access through standard user roles — a kind of horizontal access structure (Desktop: Tools - User Roles). The system includes several predefined roles (warehouse worker, accountant, administrator, etc.), so you can either select an existing one or create a fully custom role. The best approach when modifying roles is to start from an existing role that most closely matches your needs, copy it, and adjust it to suit your requirements. This will certainly be faster than configuring a role from scratch. This way, you can control access at the module and submodule level — meaning you can grant a user full access, read-only access, or hide a given section entirely. Access can be further refined to allow a user only specific actions (e.g., adding new documents in invoices, but preventing them from editing or deleting existing ones, or restricting the visibility of purchase prices, etc.)

The highest-tier plan, Premium, additionally includes so-called data visibility rights — a kind of vertical access structure that allows for even more granular control. You can find this feature in the Premium plan directly on the user detail page (Desktop: Tools - Users in Company - Edit the given user - Login Details tab - Data Visibility Rights). This way, you can restrict a warehouse worker's access to a specific warehouse only, limit a salesperson's visibility to a designated type of outgoing invoices, or give an accountant access to only a selected set of bank accounts, etc.

By combining standard user roles with data visibility rights, you can define precisely tailored access for each user according to your specific needs.