How to create a new user role

Clear Books comes with predefined roles (lists of permissions) to apply to new or existing users, however you can also customise your own. See also the guide on how to invite new users.

Step 1.

Navigate to Business icon > Manage users

Please Note: previous menu User permissions now renamed Manage users

Step 2.

Click on the View roles button.

Step 3.

To customise a new role enter a Role Name and select the permissions to be associated with this role.

By default all the permissions will be enabled i.e. all the radio buttons will be selected under the column Full Permission Select All. To remove permissions select the specific radio button under the No Permission Select All column. To remove all the permissions click on the Select All link within the title.

Next, scroll down to the bottom of the page and click on the Add Role button.

At the foot of the screen you can see a list of all customised roles.