Users and Roles
Invite users, configure roles, and manage access.
Overview
Roles control who can view, create, edit, and delete records across Systemise.
Use roles to:
- Protect sensitive data
- Reduce mistakes (limit destructive actions)
- Keep the UI simpler for staff
Invite a user
- Go to Settings → Users.
- Click Invite (if available).
- Enter email and assign a role.
- Send invite.
Offboarding a user
When someone leaves:
- Remove or disable their access.
- Reassign ownership/responsibility for jobs.
- Confirm integrations (if they were tied to their account).
Configure roles
- Go to Settings → Roles.
- Adjust permissions.
- Save.
Best practices
- Keep least-privilege access.
- Reserve admin access for managers/owners.
Troubleshooting
A user can’t see a page
- Confirm their role includes access.
- Some modules may be restricted to admins.