Users and Permissions

In ActiveBooks, you can create multiple users and assign them different roles.

What is a Role? - A set of permissions assigned to a user so that they can access the documents they need to. - For example, a sales employee will need access to sales transactions but will not have access to approve leaves.

Who are Website Users? - These users can only access the public-facing part of ActiveBooks(i.e. a portal view).

Who are System Users? - These users will have access to modules and can access documents as per the roles set.

Key facts: - ActiveBooks implements permission control at the user and role level. - System Manager Role : This is the most important role. Whoever having this role can add other users and set roles for all users.