Manage roles and permissions

Roles define what users can do. Permissions decide which modules and features are visible.

Change permissions:

  1. Go to Settings > Roles & Permissions.
  2. Select a role (Admin, Employee, Client).
  3. Tick or untick access to modules and actions.
  4. Save changes.

Examples:

  • Allow employees to view projects but block finance.
  • Give clients access to invoices but not HR.