Getting Started
Inviting your team
Add staff members, assign roles, and control who can see and do what.
4 min read
MSME Link uses a role-based permission system. You assign each user one or more roles, and those roles determine which menus they can access and which actions they can perform.
Built-in roles
- Owner — full access, billing management, workspace deletion.
- Admin — full access to all modules; cannot manage billing.
- Accountant — accounting, reports, and approval queues.
- Member — basic read access; custom permissions applied via Role Definitions.
Inviting a user
- 1Go to Settings → Users & Roles and click Invite User.
- 2Enter the person's email address and select their role.
- 3They receive an email with a setup link valid for 48 hours. If it expires, resend from the same screen.
- 4Once they accept, assign them to a branch if multi-branch is enabled.
Create custom roles in Settings → Role Definitions to grant granular permissions — for example, a 'Sales Rep' role with only create_invoice and create_sales_order permissions.