Invite Your Team and Set Permissions

Once your modules are enabled, bring in the people who'll actually use Biznsbook day to day.

1. Invite a user

1. Go to Management → Manage users → Add new user.
2. Enter their email address and click Invite. They'll receive an email to set up their login.

2. Assign a role

1. Give each user a role that matches their job — for example Inventory Manager, Accountant, Cashier, or Purchasing Clerk.
2. A role controls exactly which menus, documents, and actions that person can see and use.
3. Go to Management → Role permissions any time you need to fine-tune what a role can do.

:::tip Not sure what role to pick? Start narrow — you can always widen someone's access later. It's easier to grant more than to walk back something they shouldn't have had. :::

If someone says a menu is missing, check that the right module is enabled and that their role has access to it.

Next step

Add your suppliers and customers

Set up the parties you'll buy from and sell to.