The user permissions feature in ConnectBooks enables you to assign specific roles and customize permissions for each user. This ensures sensitive information remains secure while allowing team members to access the tools they need to perform their tasks efficiently.
Click on the profile icon on top right corner, and select Users.
Click "Invite User" on the upper right side of the page.
Input user information.
Select the role of the user:
Admin - Full access to view and edit everything.
Accountant - Full access aside from general account settings.
User - Custom permissions. (You will set the permissions in the next step)
Once you click invite user, the user will receive an email invite to create an account with a password.
If you select User as the Role you will be directed to this pop-up to set and assign permissions.
Customize Permission Options:
Stores: Allow access to specific store(s).
View Products: Allow access to all products in the store or only those linked to the user. (See below on how to link a product to a user)
Profit report - Allow access to view the profit report
Inventory report - Allow access to view the inventory report.
Note: this report will also give them access to sales and profit data
Settlement page - Allow access to view or also edit the page.
Giving edit access allows them to export settlements and resolve mappings.
Landed cost page - Grant access to view the Landed cost page
Product Settings - Grant access to view the product settings.
Product cost - Grant access to view or also edit the page.
Quickbooks configuration - Grant access to view or also edit the page.
Inventory Settings - Grant access to view or also edit the page.
How to assign products to specific users:
Navigate to the Products Page and go to the Inventory Settings tab. Here, in the Buyer column, you can assign one or multiple users to each product as needed.
You can also upload in bulk by using the Excel Bulk Update function.
When you grant access to specific products, users will only see data linked to those products on any page they visit. For instance, on the P&L Report, they will only see data linked to the products they have access to.
How to Delete or Edit User Permissions:
Navigate to Settings, then select Account Settings, and choose User.
Select the three dots in the Status column.
You can choose to:
Resend invite - send another invite if the original has expired.
Edit- change custom permissions.
Deactivate - deactivate the user.
Delete - delete the user.
For more help on setting up user permissions, please contact support.