Learn more here about users' management in Holded
How to get there
- Click on the Control Menu, on the top right of your screen
- Selecciona User management
How to create a custom role
Remember that this option will only be available if you have purchased an Advanced or Premium plan
- From User management, click on Manage roles
- Click on the button + Create role
- Name the new role and add a description
- Activate the features and sections you need
- Set the permission level for editing, reading and access
For each section that includes the generation of documents, such as Invoices or Payrolls, you can establish a specific permission level.
- Save the role
How to assign a role to an existing user
- From User management, select the user you want to modify
- From the detailed view that opens on the left, click on Change role
- Select the role you need
- Confirm the operation
How to assign a role to a new user
- From User management, click on the Invite Users button
- Enter the email address of the person you want to add to your account
If Holded is used only to manage data as an employee or a supervisor, the Guest option must be activated when giving access to a user. Learn more here.
- Select the role you need
- Click on Invite