Learn here how to create and assign roles
Holded gives you the ability to manage access and permissions of your account's users according to the demands and organization of your company.
Depending on the assigned role, you can set the access limits to some parts of the platform; you can choose between predefined roles, which correspond to the different functionalities available in the system, or generate a new one that you can customize according to your needs.
Do you need to grant access to your consultancy firm? In case it doesn't appear in our Marketplace yet, learn here how to invite it or consult this article to find out how to manage the access to your account.
What are the available roles?
Predefined roles
You have at your disposal 7 predefined roles.
Please note that the Owner role is unique and cannot be assigned, only transferred. An Owner is the user who has registered the account and is the only person who can delete it, in addition to having access to each of the Holded sections.
|
Administrator |
It allows full access to all the sections of the platform and gives the right to add or delete users. |
|
Finance |
This role gives full access to Sales, Accounting, Contacts and the Projects' section in Projects |
|
Sales |
This role gives access to Sales and Contacts in its entirety, to the Accounting Payments section, to the Projects' section in Projects and you can consult the Inventory Products |
Inventory |
This role gives full access to Inventory and Contacts and to the Projects' section in Projects |
|
HR |
This role gives full access to Team, to the Payroll section in Accounting and to the Projects' section in Projects |
|
Project Member |
This role gives access to the Projects' section in Projects |
|
CRM Member |
This role gives access to the Deals and Activities section of the CRM |
If Holded is used exclusively to manage data as an employee or a supervisor, Guest permissions must be granted when giving access to a user. Learn more here.
Custom roles
This option will only be available if you have purchased an Advanced or Premium plan
In case none of the predefined roles covers what you require, Holded gives you the possibility to customize access and permissions by creating personalized roles.
You can activate the required functionality, for example Sales, and then select those sections that you want to be available to the user, for example Invoices and Services.
For each section that includes the generation of documents, such as Invoices or Payrolls, you can establish a permission level, among these three:
- Full
The user will have the permission to consult and edit documents and content - Read
The user will only be able to consult documents and content - No access
The user will not be able to consult or edit any type of document