Users & Roles

Acusheet supports multiple team members per company. Each user gets their own login, and their access is controlled by the role assigned to them.

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Users

Inviting a Team Member

1. Go to Settings → Users
2. Click Invite User
3. Enter the person's email address
4. Select their role
5. Click Send Invite

The invitee receives an email with a link to join your company on Acusheet. If they don't have an account yet, they'll be prompted to create one.

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Managing Existing Users

From the Users page you can:

• View all active users and their roles
• Change a user's role
• Remove a user from the company

Removing a user revokes their access to your company but does not delete their Acusheet account. Their historical transactions remain intact.

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Roles

Roles control what each user can see and do in Acusheet.

Default Roles

Role	Access Level
Admin	Full access to everything including settings, users, and all financial data
Accountant	Access to accounting features — may exclude sensitive settings
Staff	Limited access — typically view and create documents only

The first user of a company is always assigned the Admin role automatically.

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Creating a Custom Role

1. Go to Settings → Roles
2. Click New Role
3. Give the role a name (e.g. "Sales Manager", "Bookkeeper")
4. Configure the permissions (see below)
5. Save

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Permissions

Each role has granular permissions that can be toggled on or off:

Contacts:

• View Contacts, Create Contacts, Edit Contacts, Delete Contacts

Sales:

• View Invoices, Create Invoices, Edit Invoices, Delete Invoices
• View Estimates, Create Estimates, Edit Estimates, Delete Estimates
• (Similar for Sales Orders, Credit Notes, Received Payments)

Purchases:

• View Bills, Create Bills, Edit Bills, Delete Bills
• (Similar for Purchase Orders, Debit Notes, Made Payments, Expenses)

Accounting:

• View Accounts, Create Accounts, Edit Accounts, Delete Accounts
• View Journals, Create Journals
• (Similar for Vouchers)

Reports:

• View Reports

Settings:

• Manage Settings (admin only by default)

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Editing a Role

1. Go to Settings → Roles
2. Click the role name or Edit
3. Toggle permissions on or off
4. Save

Changes take effect immediately for all users assigned that role.

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Best Practices

• Principle of least privilege — Give users only the permissions they need for their job
• Don't share admin accounts — Each person should have their own login for accountability
• Review users regularly — Remove access for anyone who has left the company
• Create role-specific roles — "Sales Staff" (invoices only), "Accountant" (full accounting, no settings), etc.

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Frequently Asked Questions

Can a user belong to multiple roles?
Currently, each user has one role per company.

What if I remove a user by mistake?
Re-invite them using their email address. They'll be sent a new invitation link.

Can I restrict which contacts a user can see?
Not currently. Contact visibility is company-wide.

What happens to a user's transactions if I remove them?
Their historical transactions remain. Only their access is revoked.

Can the same person be an admin in one company and staff in another?
Yes. A user can have different roles in different companies under their account.