How to Add Users and Assign Roles in Sleek Bill?

How to Add a New User in Sleek Bill

Follow these simple steps:

Step 1: Search https://sleekbill.in in your browser

Step 3: Enter your Email ID and Password and click on the Sign In button.

Step 5: Select the Users & Roles tab.

Step 6: Click on New Button.

Step 7: Enter the following details:

•           Email Address

•           First Name

•           Last Name

Select the appropriate User Role from the role list. Like Admin User, Power User, Read Only User, Sales User, Vendor / Purchase User, Read only user

Step 7: Click Save to create the user. The user will now be added to your Sleek Bill account with the selected permissions.

Available User Roles in Sleek Bill

Sleek Bill provides different user roles to suit various business requirements.

1. Admin

The admin role has complete control over the account.

• Admin Can:

•           View all modules

•           Create, edit, view, invoices, E-invoices, quotations, purchase bills, and other documents

•           Can view, edit, delete, and add client, vendor, and items.

•           Edit records

•           Delete records

•           Manage users and permissions

•           See company settings and preferences

•           Generate reports

• Suitable For:

Business owners, directors, and senior administrators.

2. Power User

The Power User has access to most business operations but with limited administrative control.

• Power User Can:

•           View and create invoices, E-invoice, quotations, purchase bills, and other documents except edit E-invoice

•           View customers and suppliers

•           Handle purchases and sales activities

• Suitable For:

Office managers and senior staff members.

3. Sales User

The Sales User is focused on sales-related activities.

• Sales User Can:

•           Create and view invoices, quotations, Delivery Challans, Credit Notes

•           Edit invoices, quotations, Delivery Challans, Credit Notes

•           Manage customer records

•           View sales-related documents, E-invoices,

•           Manage document settings

• Sales User Cannot:

•           Manage purchase transactions

•           Access sensitive company settings

• Suitable For:

Sales executives and sales managers.

4. Vendor / Purchase User

The Vendor/Purchase User is responsible for procurement and supplier management.

• Vendor/Purchase User Can:

•           Create and view suppliers , customers, and items

•           Create, edit, and view purchase orders , purchase bills, and Debit Notes

•           Record expenses

•           Manage vendor-related activities

• Vendor/Purchase User Cannot:

•           Access most sales operations

•           Modify company settings

• Suitable For:

Purchase managers, procurement teams, and inventory staff.

5. Read Only User

The Read Only User can view information but cannot make changes.

• Read Only User Can:

•           View customers and suppliers

•           View invoices and business documents

•           Access information without editing

•           Can create and download reports

• Read Only User Cannot:

•           Create records

•           Edit records

•           Delete records

• Suitable For:

Auditors, accountants, consultants, and management staff who only need to review data.

Conclusion

Through ‘add user’ and ‘assign to roles’ in Sleek Bill, you can efficiently administrate your team members while protecting business information. Just add the user information, assign to the proper roles, and Sleek Bill will deliver the right access to the respective permissions automatically for every team member. You do not have enough Humanizer words left. Upgrade your Surfer plan.