Clear Books comes with predefined roles (lists of permissions) to apply to new or existing users, however you can also customise your own. See also the guide on how to invite new users.


Step 1.


Navigate to Business icon > Manage users


User permissions


Please Note: previous menu User permissions now renamed Manage users


Step 2.


Click on the View roles button.


Step 3.


To customise a new role enter a Role Name and select the permissions to be associated with this role.


By default all the permissions will be enabled i.e. all the radio buttons will be selected under the column Full Permission Select All. To remove permissions select the specific radio button under the No Permission Select All column. To remove all the permissions click on the Select All link within the title.


Roles


Next, scroll down to the bottom of the page and click on the Add Role button.


At the foot of the screen you can see a list of all customised roles.


current roles


For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.