Users and permissions#

The Users tab is where you add the people in your firm, edit their details, and decide what each of them can do. It is visible to anyone allowed to manage at least one user.

Open the tab#

1. Open Settings in the sidebar.
2. Pick Users.

The tab shows a table of the users you manage, with columns for Name, Username, Role, Can Add Users, and an Edit user action.

Add a user#

1. Click + Add User in the top-right. The Add User form opens with two tabs: User Profile and Permissions.
2. Fill in the user's profile (first name, last name, role, and how many users they can themselves manage).
3. Switch to Permissions and pick what they are allowed to do.
4. Click Create User.

A User Created confirmation appears showing the temporary credentials — Company, Username, and Password. Use Copy Credentials to share them. The password is shown only once. The user is asked to fill their personal details and change the password the first time they log in.

If you have already added the maximum number of users you are allowed, + Add User is disabled. Remove a user to free up a slot.

Edit a user#

1. Click the pencil icon on a row. The Edit User form opens with four tabs:
   • User Profile — name, role, and how many users they can manage.
   • Permissions — what they are allowed to do, and which records they can see.
   • Personal Details — email, address, Aadhaar, PAN, and any additional notes.
   • Delete — remove the user (see below).
2. Make your changes and click Save Changes.

Delete a user#

1. Open the user and switch to the Delete tab.
2. Type the username exactly as shown to confirm. You can use the Copy shortcut next to the username.
3. Click Delete User Permanently.

The user is logged out immediately and cannot log in again. The action cannot be undone, but the deleted user is preserved read-only and remains visible under View Deleted Users.

View deleted users#

Click View Deleted Users in the top-right to open the Archived Users list. Each entry shows the user's name, username, role, and termination date. Click the eye icon on a row to inspect their profile, permissions, and personal details.

Common questions#

Why is the Users tab not visible for me?#

The tab is hidden when you are not allowed to manage any users. Ask your administrator.

Why is + Add User disabled?#

You have reached your user-add limit. Remove a user to add a new one, or ask whoever set up your account to raise the limit.

How do I take permissions away from someone?#

Open the user, switch to Permissions, untick the relevant items, and click Save Changes.