Enlivy

User Roles

Control What Every User Can Access and Do

Free on every plan

Give every user the right access with role-based permissions. Decide who can invoice, manage payroll records, or reach the back office, and adapt roles as your team grows.

Set up your team's roles

Free account, no card needed.

The User Roles list with each role's type and whether it can be invoiced, can invoice and can be payrolled

THE USER ROLES ADVANTAGE

Control Access and Permissions by Role

The right access for everyone you work with.

User Roles in Enlivy define how individuals and companies interact within your organization. They enable you to specify what each user can access and perform, whether they are employees, clients, or suppliers.

With users organized by role, everyday work gets simpler, access is safer, and it stays clear who does what as your business grows.

  • Why User Roles Matter

    Give each user the right access and permissions. Decide who can create invoices, get paid, use the back office, or be part of payroll, so your business runs smoothly and securely.

  • Manage Permissions with Confidence

    Decide exactly what each role can touch: who issues invoices, who manages payroll records, who sees the back office, who only views their own records. Permissions are set per role, so access stays consistent as people come and go.

  • Tailor Roles to Your Business

    Create and customize roles to fit your company’s structure, like Assistant Manager, Accountant, or Supplier. Roles adapt to your workflows and support smooth growth as your team expands.

GRANULAR BY DESIGN

Every permission, exactly where you want it

A role decides two things: how someone takes part in your business and, if they sign in, exactly what they can do in the back office.

  • Can be invoicing

    Can issue invoices on your company's behalf.

  • Can be invoiced

    Can be billed by your company.

  • Can be payrolled

    Can be included in payroll records.

BACK-OFFICE PERMISSIONS

For roles that use the back office, decide exactly what they can see and do, area by area, at up to three levels.

109permissions 36areas 3access levels

Organization Permissions

  • View Organization
  • Manage Organization
  • Billing & Membership
  • Integrations & Services
  • Manage Tags
Area ViewManageDelete
Bank Accounts available available available
Bank Transactions available available available
Billing Packages available available available
Billing Schedules available available available
Client Portal Sessions available available not applicable
Contract Prefixes available available available
Contract Signatures available available available
Contract Statuses available available available
Contracts available available available
Cost Types available available available
Employments available available available
External Receipts available available available
Files available available available
Guidelines available available available
Invoice Prefixes available available available
Invoices available available available
Notifications available available available
Payslips available available available
Playbooks available available available
Products available available available
Projects available available available
Proposals available available available
Prospect Pipelines not applicable available available
Prospects available available available
Receipt Prefixes available available available
Report Types available available available
Reports available available available
Resource Bundles available available available
Reusable Contents available available available
Tasks available available available
Taxation available available available
User Roles available available available
Users available available available
Working time available available not applicable
Working-time terms available available available
Available to assign —Not applicable Exactly how it works in the app

Some permissions only take effect once your plan includes the pack behind them.

Proposals, contracts, invoices and payments

Put the Right People in the Right Roles

Set up roles once, then assign them in seconds. Control who can invoice, manage payroll records, or reach the back office, and keep access consistent as your team grows.

Free to start · No credit card required · ANAF e-Factura for Romanian companies invoicing Romanian clients