People, branches and controls
Staff accounts, permissions and approvals
Give employees enough access to do their job without making everyone a business administrator.
Capabilities
What you can do
- Invite new staff and assign an appropriate work role.
- Restrict access by branch and named permission.
- Grant or remove eligible permission overrides.
- Require an authorised colleague's approval for protected actions.
- Retain an audit trail of sensitive requests and approvals.
- Manage staff access when their responsibilities change.
Good to know
Roles and modules both determine access; a permission toggle cannot override every fixed role rule.
Learn the workflow
Step-by-step instructions written for business owners and staff.