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Add Users

Invite your team members so they can access SawaSuite. Each user has their own account with permissions tailored to their role.

Home > Users and Permissions > User

Limits by plan

PlanNumber of users
Starter3 maximum
Professional10 maximum
BusinessUnlimited

1. Create a user

  1. Search for User in the search bar
  2. Click + Add a User
  3. Fill in:
    • Email — The person's email address (will be their login)
    • First Name and Last Name
  4. In the Roles section, check the appropriate roles:
    • Accounts User — Can create invoices and journal entries
    • Sales User — Can create quotations and sales orders
    • Stock User — Can manage stock movements
    • Purchase User — Can create purchase orders
  5. Click Save

The user will receive an invitation email with a link to set their password.

2. Common roles

RoleAccess
System ManagerFull access — reserved for administrators
Accounts ManagerFull accounting management
Accounts UserCreate invoices and journal entries
Sales ManagerSales and pricing management
Sales UserCreate quotations and orders
Stock ManagerWarehouse and stock management
Stock UserStock movements and receipts
HR ManagerHR management (leave, attendance) Professional

TIP

For an employee who only handles sales, assign the Sales User and Stock User roles. For an accountant, use Accounts User and Accounts Manager.

3. Deactivate a user

If an employee leaves the company:

  1. Open their user record
  2. Uncheck Enabled
  3. Save

The user will no longer be able to log in, but their history is preserved.

WARNING

Never delete a user who has created documents. Deactivate them instead to preserve the audit trail.

  1. Initial Setup
  2. Plans and Pricing