Users & Roles

Manage your organization's users, assign roles, and configure access control.

Adding Users

To add a new team member:

1. Go to Settings → Users
2. Click Invite User
3. Enter their email and select a role
4. An invitation email is sent automatically

Roles and Permissions

Role	Description
Owner	Full access, organization management, billing
Admin	All modules, user management
Manager	All modules, except user management
Member	Standard operations (CRUD)
Viewer	Read-only access
Accountant	Financial data and reports

Permission Details

Each role has module-level permissions:

Contacts

• View, create, edit, delete

Quotes

• View, create, edit, send, delete

Orders

• View, create, edit, approve, delete

RFQ

• View, create, edit, send, delete

Two-Factor Authentication (2FA)

Enable 2FA for enhanced security:

1. Go to Profile → Security
2. Click Enable 2FA
3. Scan the QR code with your authenticator app
4. Enter the verification code

Best Practices

• Apply the principle of least privilege
• Disable accounts for departing employees
• Regularly review the user list
• Require 2FA for all admin accounts