Help · Settings

How to manage users and access levels

Invite users, set Admin / Accountant / Viewer access, and deactivate people who leave — within your plan's seat limit.

Who can do this: Organisation admins (Client Admin).

Steps

Step by step

  1. Settings → Users & app access.
  2. Invite a user: name, email, Access level, apps → Invite user.
  3. Change someone's Access in their row and Save. You can't change your own level.
  4. Deactivate removes sign-in; everything they recorded stays in your books with their name. Re-activate brings them back.
  5. Inactive users don't count towards your seat limit.

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

Contact support