Administration
Manage users, settings, and system configuration.
User Management
Adding Users
- Go to Settings → Users
- Click Add User
- Enter username, email, password
- Select role (see below)
- Click Create User
Deactivating Users
Deactivated users cannot log in but their transaction history is preserved.
Roles & Permissions
| Role | Permissions |
|---|---|
| Admin | Full access - users, settings, all features |
| Manager | All accounting + approve transactions |
| Accountant | All accounting, no user management |
| Bookkeeper | Data entry, basic reports |
| Viewer | Read-only access |
Company Settings
Configure your company profile:
- Company Name - Appears on invoices/reports
- Address - Business address
- Phone/Email - Contact information
- Logo - Upload company logo
- Fiscal Year - Your accounting year end
License Management
View and manage your BizBooks Pro license:
- View current tier and features
- Check expiration date
- Enter new license key
- Upgrade to higher tier
Network Access
Enable multi-user access over your network:
- Go to Settings → Network Access
- Click Enable Network Access
- Other computers can connect using your IP address
Tip: For remote access, consider using Tailscale VPN for secure connections.
Email Settings
Configure how invoices are emailed:
- Default Email: Opens customer's email client
- SMTP: Send directly from BizBooks Pro
- SMTP server address
- Port (usually 587)
- Username/password
- From address
Accountant Access
Grant your accountant or bookkeeper secure access to your books without sharing your login credentials.
How It Works
- You create an invitation code in BizBooks Pro
- Share the code with your accountant (email, text, phone)
- Your accountant enters the code in their BizBooks Pro
- They can now access your books remotely
Creating an Invitation
- Go to Settings → Accountant Access
- Enter your accountant's email address
- Choose access level:
- Full Access - View and edit (transactions, invoices, etc.)
- Read-Only - View only (reports, balances, history)
- Click Create Invitation
- Copy the generated code and send it to your accountant
Managing Access
- Pending Invitations: Codes not yet accepted by your accountant
- Active Access: Accountants currently connected to your books
- Revoke: Remove access at any time - your accountant will be disconnected immediately
Note: Your accountant must have an Accountant Pro or Accountant Enterprise subscription to accept invitations. You can use any plan to grant access.