User roles and access
Assign admin, manager, finance, salesman, stock, and delivery roles so each user sees only the screens they need.
Invite teammates and control what they can access in your company.
How this looks in TiBook
How to
- 1Go to Settings → Users.
- 2Invite a user by email or open an existing user row.
- 3Pick a role: admin, manager, partner, finance, accountant, delivery_boy, salesman, stockist, or stock_manager.
- 4Save. The user sees menus allowed for that role on next login.
- 5Change role when someone moves jobs — do not share one login across the team.
- 6Remove access when they leave the company.
Role guide
Admin — full company control. Manager / partner — operations without every destructive setting. Finance / accountant — books, payments, reports. Salesman — billing and parties. Stockist / stock_manager — items and stock. Delivery boy — narrow delivery workflow. Give the least access that still lets them work.
Per company
Roles apply inside one company. The same person can be admin in one company and salesman in another.
Counter staff usually need salesman, not admin.
Pair new users with Invite your team for the full invite flow.
Related articles
- Invite your teamAdd users by email and assign a role so staff only see the screens they need — billing, stock, delivery, or full admin.
- Two-factor authenticationTurn on MFA for your login, store recovery codes, and keep company data safe when passwords leak.
- Enable Retail POSTurn on the POS app from the Apps catalog so your team can bill at the counter with search, payments, tax, and thermal print.
Need more help?
Email, call, or WhatsApp the TiBook team. We can walk through invoicing, stock, POS, or your GST setup.
Open TiBook