Role Based Access

Everyone gets exactly the access their role needs — nothing more.

Finance Users and Workflow Users each have individual logins with scoped access, so sensitive records stay protected without slowing anyone down.

What it does

Individual logins

No shared credentials — every user has their own account and access level.

Finance Users

Full access to accounting records, ledgers, reports and financial data.

Workflow Users

Can submit expenses, approvals and documents without viewing complete accounting records.

Role-scoped dashboards

Owners, Finance Heads, Accountants and Department Managers each see a relevant view.

External accountant access

Grant auditors and external accountants scoped access independent of internal users.

Full audit trail

Every action is tied to a specific user, keeping accountability clear.

Where it fits in the workflow

1 Owner
2 Finance Head
3 Accountant
4 Department Manager
5 Admin

Benefits

No shared logins

Every action is traceable to a person, not a shared account.

Protected sensitive data

Accounting records stay visible only to the roles that need them.

Simultaneous multi-user access

All included users work together on web and Android with no per-device charge.

See role based access in action.

Book a live demo mapped to how your finance work currently moves.

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