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.

A role sets how someone takes part in your business and, if they sign in, what they can do in the back office. What a client sees in the Customer Portal is set separately.

  • Why user roles matter

    Give each user the right access and permissions. Decide who you can invoice, who can invoice you, who can be on payroll, and who signs in to the back office.

  • Manage permissions with confidence

    For people who sign in to the back office, choose what each role can view, manage, or delete in each module. Whoever manages roles can only grant permissions they hold, and cannot change their own role.

  • Tailor roles to your business

    Start from the roles Enlivy creates for you, such as Client Company, Supplier, or Salesperson, or create your own, like Assistant Manager or Accountant. When you install an App, you also choose which back-office roles hold what it can do.

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.

121permissions 40areas 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
Blocklist 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
Conversations 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
Inboxes available available available
Invoice Prefixes available available available
Invoices available available available
Notifications available available available
Payslips available available available
Playbooks available available available
Portal access 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.

Where it fits

Part of these setups

Each page follows one way of selling and shows what your client does, which features you use and what they cost.

Works together with

Proposals, contracts, invoices and payments

Put the right people in the right roles

Set up each role once, then give it to the people who need it. A role decides whether its users can issue invoices, manage payroll records or sign in to the back office. Everyone with the same role has the same access, however large the team grows.

Set up your team's roles Find your setup
  • Free to start
  • No credit card required
  • EU e-invoices (EN 16931, Peppol BIS 3.0)