In LedgerBoss, access to operations within a business is determined by an employee's system role.
These roles define system permissions (RolePermissions), while "business roles" (businessRole) are used only for calendar and services functionality. The business owner must assign each employee a system role.
The system role is set when creating an employee on the Add employee screen, in the System Role field, or when creating an invite code for an invited employee. The business owner can also change an employee's system role at any time on the Employee Management screen.
Role descriptions and access levels
Depending on the role, the following operations are available:
- Owner: Business creator. Has the full set of rights, including managing all directories, finances, staff, and settings. Only the owner can delete the business.
- Admin: Responsible for day-to-day operations: calendar management, catalogs, client directory (view, create, and update the main card). Limitations: cannot block or delete clients; no access to P&L, Cash Flow, salaries, or employee management. Note: in another owner's business, access to the Business section is limited to receipts/sales and the Materials in Stock report (when the owner has a Pro/Premium plan).
- Accountant: Responsible for the Business section, expenses, expense categories, the full Employee Salaries block, and operational reports (including Suppliers). Limitations: material and client directories are view-only; receipts/sales are view-only for lists and details (no right to post operations); schedules (calendar) are view-only. No rights to create/delete catalogs or access P&L and Cash Flow.
- Employee: Access to the work schedule (calendar) is view-only. Access to their own profile in settings. Limitations: no access to Business Hub, client directory, materials, or warehouse.
Permission table by system role
| Resource / Operation | Owner | Admin |
|---|---|---|
| Calendar management | ✅ | ✅ |
| Client directory | ✅ | ✅ (no delete/block) |
| Expense tracking | ✅ | ✅ |
| Employee salaries | ✅ | ❌ |
| Receipt / Sale | ✅ | ✅ |
| Reports (P&L, Cash Flow) | ✅ | ❌ |
| Resource / Operation | Accountant | Employee |
|---|---|---|
| Calendar management | 👁 (read-only) | 👁 (read-only) |
| Client directory | ❌ | ❌ |
| Expense tracking | ✅ | ❌ |
| Employee salaries | ✅ | ❌ |
| Receipt / Sale | 👁 (read-only) | ❌ |
| Reports (P&L, Cash Flow) | ❌ | ❌ |
Legend: ✅ — full access, 👁 — view only, ❌ — access denied.