| From the Main Toolbar, Go to Users | |
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Go to Admin |
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Select Role Settings |
Default User Roles and Access
Admin Users will have access to all functions in SmartDocs 360.
- Delete Documents
Differences between User Roles
From the User Roles screen, you can manage a user's SmartDocs experience at a global level.
To customise a user role, select the Role. A set of options will display that need to be reviewed. These options will be listed based on the left-hand side menu order.
To turn a function ON or OFF, simply change the toggle. Changes will be automatically saved.
By default, SmartDocs will have two default user roles (Admin Users will have full control). Before getting started, it is important to invite the appropriate users, grant and review the correct level of access for all your users invited to your firm.
- Note the default Admin Role is read-only and un-editable.
Entities
| Feature | Function |
| Add, view, and edit entity. | Allows the user role access to add, view, and edit the entities on the Entities screen |
| Delete entities | From the entities screen allows the user role to delete entities |
| View entity details only | From the Entities screen, only allows the user role to view the entities and their details. |
Documents
| Feature | Function |
| Delete documents | From the Documents screen, allows the user role to delete documents |
| Export document data | From the Documents screen, allows the user role to export document data to a CSV or to Xero |
Users
| Feature | Function |
| Invite and manage users | From the User screen, allows the user role to invite and manage users |
| Manage user roles | From the User screen, allows the user role to manage user roles |