How do I create roles?

Yes. Go to Employees, then Roles, to build your own roles and decide exactly what each one can do.

If you'd rather start from something instead of building from scratch, there are pre-built presets too: industry-specific presets matched to your business, plus general-purpose ones such as Admin/Manager and Accountant.

Permissions cover every part of Nassima, including:

• Invoicing
• Payments
• Customers
• Inventory
• Reporting
• Settings

The level of control matches what makes sense for each area. Invoicing and Inventory go down to the individual action, viewing, creating, updating, and deleting, so someone can view invoices without being able to create them, or record a payment without being able to issue a refund. Payments separates viewing and creating from broader management and allocation. Customers separates viewing from a single manage permission that covers creating, updating, and archiving a customer record. Reporting separates viewing from managing and exporting reports. Settings works the same way, area by area, rather than as one all-or-nothing switch.

Once a role exists, you assign it to a team member from Employees, and from that point on, that role is exactly what they see and can do.

Not sure what access someone actually needs? The Roles & Permissions page has its own "Ask for access" AI assistant right there — describe what the person needs to do, and it works out the right permissions instead of you piecing it together yourself.

(this single page has both a Roles tab and a Permissions tab)

Set the boundaries once, and every team member only ever sees what their role allows.