Add users and control what they can do with roles
Invite your colleagues and give each one the right role, for all companies or for one.
Updated October 23, 2026
Add a user
- Open Settings → Users and press New user.
- Enter the name and email.
- Choose one or more roles. Each role applies to all companies or to one company.
- Keep invite by email on: the user gets a link to choose their password (valid for 7 days). Or choose to set a password now.
Built-in roles
| Role | Good for |
|---|---|
| Organization Administrator | Everything except owner-only matters |
| Finance Manager | Accounting, approvals, tax and payroll |
| Accountant | Invoices, payments and journals |
| AR / AP Officer | Customers and collection / suppliers and payments |
| Invoice Creator / Approver / Issuer | The steps of the invoice approval flow |
| Tax Manager | ZATCA onboarding and returns |
| Auditor | Read-only |
A custom role
System roles are read-only. For a special need open Settings → Roles → New role, enter a short code and a name in both languages, and tick the permissions one by one.
Deactivate a user
When someone leaves, deactivate the account rather than deleting it: their records and history stay in the Audit log, and they can no longer sign in.
The owner always has every permission, and their roles cannot be changed on this page.
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