Managing Users & Access Rights

Managing Users & Access Rights

Every employee who uses CloudFFL should have their own user account. This keeps your records accurate (you can see who did what) and lets you control what each person can access.

Creating a New User

1. Go to Settings → Users & Companies → Users.
2. Click New.
3. Enter the person's name and email address. The email is their login username.
4. Set their access rights for each app:

• Sales — User (can create/edit their own records), Administrator (full access)
• Inventory — User or Administrator
• Purchase — User or Administrator
• Invoicing — Typically restricted to managers/owners

5. Click Save.
6. Click Send an Invitation Email so the employee can set their password.

Access Levels Explained

• No access — The user cannot see or use this app at all
• User — Can create and edit records, but may only see their own
• Administrator — Full access to everything in that app

Deactivating a User

When an employee leaves, do not delete their account — deactivate it instead. This preserves the history of everything they did.

1. Go to Settings → Users & Companies → Users.
2. Open the user's record.
3. Click Archive to deactivate their account.