SyncBooks uses role-based access control to protect your financial data.
Available Roles
Admin
Full system access with all permissions
Can access:
- All accounting modules and features
- User management and role assignment
- Organization settings and configuration
- Billing and subscription management
- API keys and integrations
- Audit logs and security settings
Accountant
Full accounting access without admin privileges
Can access:
- All accounting transactions and reports
- Chart of accounts management
- Journal entries and reconciliation
- Tax forms and filings
- Financial reports generation
- Cannot: Manage users or change organization settings
Manager
Department-level access for operational management
Can access:
- Create and approve invoices
- Process expenses and reimbursements
- Run payroll for their department
- View financial reports (read-only)
- Manage team member timesheets
- Cannot: Modify chart of accounts or tax settings
Employee
Limited access for individual contributors
Can access:
- Submit expense reports
- View own pay stubs and tax forms
- Track personal time off
- Update personal information
- Cannot: View other employees' data or financial reports
Managing Users
- Navigate to Settings → Users
- Click "Invite User" button
- Enter email address and select role
- Set department and reporting manager (optional)
- User receives invitation email with setup link
- User completes profile and 2FA setup
Security Warning: Always use the principle of least privilege. Only grant users the minimum permissions needed for their role.