Features/Team and control

Team and control

Everyone sees exactly what they should.

Bring in your staff and your accountant with roles you design, approvals where you want them, and a record of every change.

easybooks.tazq.io/team

Team and control

What you can do

People

  • Invite staff and accountants
  • Custom roles with a permission editor
  • Limit members to some branches, or to their own customers
  • Choose the reports each role may open

Control

  • Approvals before documents are issued
  • Activity log and an exceptions report
  • Two-step sign-in for every user
  • Several businesses under one sign-in

Questions

Yes. A role can be limited to the customers assigned to that person.

Works together with

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