Set rights by menu group
Rights decide which areas a person can open. Someone with Finance sees invoices and expenses; someone with only Sales does not.
On iPhone and iPad
- 01Tap the grid symbol at the bottom, then Team and the person.
- 02Tap Edit access in the ⋮ menu.
- 03Choose the Role: Employee or Administrator.
- 04For an employee, switch on what they need: Sales and Finance, in the Goods group the switches Manage items, Book stock and Purchasing, in the Team group the switches Scheduling and Personnel.
- 05Confirm with the checkmark.
On the Mac
- 01Choose Team in the sidebar.
- 02Select the person and open Edit access.
- 03Set role and groups as on the iPhone, and confirm.
Good to know
- Administrators have planning, personnel records and the goods rights through their role; the owner sets sales and finance separately.
- Only the owner changes the role and Finance.
- Under AI access in the same account, you decide whether the person may connect AI agents not at all or at most with Read, Write or Full.
- A module switched off for the company is seen by nobody - not even with the right.
Common problems
- An employee does not see an area although they have the right.
- Check under Settings > Modules that the module is switched on for the company.
- I cannot switch on Finance.
- Only the owner grants Finance.
Related articles
More questions
Write to us by email. Please tell us the name of your company and which device you use.