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The users module lets you manage who has access to the system and what they can do in it.

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Invite a user

1

Go to System → Users → New User

2

Fill in the details

  • Full name.
  • Email — used for login.
  • Role — Administrator or User.
  • Status — Enabled by default.
3

Save

The system sends an invitation to the email entered with instructions to get access.

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Module permissions

Each user can have restricted access to specific modules of the system. To configure:
1

Find the user in the list

2

Click the module permissions icon

3

Turn on or off the modules the user can see and use

4

Save the changes

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Document permissions

You can also control which document types the user can create or view:
1

Find the user in the list

2

Click the document permissions icon

3

Configure the allowed document types

Branches are grouped by country and each country offers only its own document types, in a matrix of branches by document: in El Salvador the Salvadoran DTEs (electronic tax documents: CCF, FC, etc.), in Guatemala FACT, FCAM, NABN, NCRE, NDEB, NEV, and RANT, and in United States INV, CM, and DM. Each column and each row has a checkbox to turn them all on at once.
4

Save the changes

You can also configure them from the home screen (My companies): in each company’s user management, the document permissions icon opens the same matrix for the selected company.

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Other actions

  • Edit — update the name, role, or status of an existing user.
  • Send temporary password — generates and sends a new password to the user’s email if they forgot their access.
  • Remove access — removes the user from the system. This action does not delete the history of documents they created.
Permission changes apply on the user’s next session. If the user is signed in at that moment, they will need to sign out and sign back in.