User & Permission

In SmartBooks, the User Role & Permission module is designed to provide granular control over user access and actions within the accounting software. This module ensures that users have appropriate access levels based on their roles, enhancing security and data integrity.Administrator: Administrators have full control over the system. They can create and manage user accounts, define roles and permissions, access all features and data, and perform critical actions such as data exports and system configuration changes.Accountant: Accountants have extensive access to financial data. They can manage accounts, create and edit financial records, generate reports, and collaborate with other users on financial tasks.Manager: Managers have access to financial data relevant to their department or team. .