How do I add a user and control what they can see?

Go to Settings → Team, click New, and enter the person's name, email and role. They receive an invitation by email.

The role decides what they can open. Administrators and Super Administrators see the whole business. Custom roles let you grant one module without the others.

Staff is different from every other role. A Staff user is an employee looking at their own record only. They see their own payslips, their own personnel details and their own payment requests. They never see Reporting, and they never see another employee's information, whatever else you grant them.

If someone should see one branch and not another, set their centers on the same screen. An empty center list means no access, not access to everything.

Try it in the live demo: Open Team settings

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