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User Role ManagementAccomation.io has an intuitive Role Management System that gives you granular control over user access, ensuring that sensitive financial data is always protected with streamlined collaborative tasks. This fosters accountability, simplifies delegation, and effortlessly scales with your firm’s growth.
Through this, anything that will be pushed into your accounting software will only be after a senior approves it
With every user’s activity meticulously logged, you can track their activity
It adapts seamlessly to any kind of team size and organisational structure
Add layers of control and accuracy with a maker-checker system
Prevent unauthorised access and ensure that the sensitive data remains protected
Easily give specific users specific roles and permissions, such as "upload-only" access
Accomation.io's Role Management system offers an intuitive, flexible, and powerful way to control user access. Through a simple, step-by-step setup, you can define user roles and set module-level permissions for different tasks.
Client-level access ensures data segregation, while action-based permissions allow you to specify who can view, upload, edit, or push entries. Every user action is meticulously tracked with an audit trail, providing complete transparency and accountability.
Use CasesImagine a company with a remote sales team. With Accomation.io, you can restrict their user rights to only allow them to upload invoices directly into the expense module inbox. They can contribute essential data without ever seeing sensitive financial ledgers, ensuring security and streamlining the daily collection of sales-related documents.
A junior accountant can be given permissions to review entries only, without the ability to pass or post them to Tally directly. This enables a robust Maker-Checker workflow, where senior accountants can perform the final verification and approval before the data is committed, significantly reducing errors and maintaining accuracy.
Let us handle the boring stuff you do so you can focus on what actually matters.
FAQsAccomation.io allows you to assign roles with different levels of access. For example, junior staff can upload invoices, managers can review, and admins can approve and push to Tally. Each role is tailored to the user’s responsibility.
The checker-maker system in Accomation.io ensures no entry is finalized without review. One user inputs data (maker), and another approves it (checker). This reduces errors, enforces accountability, and keeps sensitive transactions under proper control.
Yes. With role-based permissions, you can restrict who sees sensitive data. Junior team members may have access to uploads but won’t be able to view or edit confidential ledgers or financial statements, keeping your data secure.
Roles can be updated or revoked instantly. If a team member leaves or changes responsibility, admins can adjust or remove their access in just a few clicks, ensuring security and smooth workflow continuity.
Yes. Accomation.io maintains detailed audit logs. Every action, uploads, edits, approvals, and deletions is tracked with timestamps and user details. This makes workflows transparent and helps during audits or internal reviews.