Enlivy

User Roles

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

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User Roles

THE USER ROLES ADVANTAGE

Control Access and Permissions with Ease

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.

By organizing users through roles, you streamline operations, enhance security, and maintain clarity 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 runs payroll, 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 paid through payroll.

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.

103permissions 34areas 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
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
Payslip Schemas available available available
Payslips available available available
Playbooks available available available
Products available available available
Projects available available available
Proposals available 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
Task Statuses available available available
Tasks available available available
Taxation available available available
User Roles available available available
Users available available available
Available to assign —Not applicable Exactly how it works in the app

Permissions tied to a feature pack appear automatically once a plan includes them.

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