#User Roles & Permissions

Simple Invoices uses role-based access control to manage what each user can do.

#Available Roles

#Role Permissions

#Administrator

• Full access to all modules and settings
• Can create, edit, and delete any record
• Can manage users, domains, and system configuration
• Can perform database backups and patches
• Can configure payment gateways and email settings

#Domain Administrator

• Can manage users within their domain
• Can create and edit invoices, payments, customers
• Can create new domains and assign users
• Limited access to system-wide settings

#User

• Create, edit, and view invoices
• Record and view payments
• Manage customers and products
• View reports
• No access to settings, user management, or configuration

#Customer (Portal)

• View their own invoices
• Download invoice PDFs
• Make online payments
• View payment history
• No access to any other customer's data

#Biller

• Access their own invoices
• View customers assigned to them
• Limited to their billing entity

#Managing Users

Go to Settings → Manage Users (Administrator) or Domain Admin → Users (Domain Administrator):

1. Click Add User
2. Set username, email, and password
3. Assign a role
4. Optionally restrict to specific domains
5. Save

#Required Fields

Fields marked with a * (red asterisk) are required and must be filled in before the form can be saved.