User Roles allow you to control exactly what you want your employees, bookkeepers and advisors can see in your accounting file. You can use existing user roles or you can create new ones.

How to apply an existing User Role to your users

1. Click on My Saasu.
2. Click on your Subscription e.g. Subscription:MyCo.
3. Scroll down the Manage Subscription screen until you get to the User List.
4. Click on the user’s name for the person you wish to apply a new User Role to.
5. You will be in the Edit User screen. Change the Access Level to the User Role your require.
6. Save the changes

How to create a new custom User Role

1. Click on My Saasu.
2. Click on your Subscription e.g. Subscription:MyCo.
3. Scroll down the Manage Subscription screen until you get to the User Roles listing.
4. Click the Add link to setup a new User Role (that can be used on any User in your subscription)
5. You will be in the Add User Role screen. From here you can name this new User Role and specify what access is granted for it.
6. Click Save and Close at the bottom of the features list when complete.
7. The User Role will now be available for you to use when editing a User’s Role