User roles and permissions for your accounting team

Granular permissions per module per user. Accountants see ledgers; sales staff see invoices; managers see reports.

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Key features

Role-Based Access

  • Custom roles with module-level permissions
  • Activity log: who did what, when
  • IP-restricted login option for Enterprise
  • Two-factor authentication support
How it works

Role-based access: how it works

  1. Invite your team

    Add each person as their own user — no shared logins.

  2. Assign a role

    Choose which modules each role can see and use.

  3. Secure the login

    Turn on two-factor authentication for extra protection.

  4. Review activity

    Check the activity log to see who did what, and when.

The right access for every person

Not everyone in your business should see everything. Your sales team needs invoices, not salaries. Your accountant needs the ledgers. Your managers need reports. Sharing one login — or giving everyone full access — puts sensitive data at risk and makes it impossible to know who changed what.

Finivo.pk gives you granular permissions per module, per user. Accountants see ledgers, sales staff see invoices, and managers see reports. Each person gets exactly the access their job needs.

Control, visibility, and security

  • Custom roles with module-level permissions
  • Activity log: see who did what, and when
  • Two-factor authentication support for extra login security
  • IP-restricted login option on Enterprise

Permissions also cover sensitive areas such as payroll and documents, so salary details and contracts stay with the people who need them.

Accountability built in

When something looks wrong, the activity log shows exactly who made the change and when. Combined with period locking in the general ledger, it gives owners confidence that the numbers in their dashboard have not been quietly altered.

Who uses Role-based access

  • Businesses with more than one person working in the accounts
  • Owners who want to keep salary and bank details private
  • Companies with separate sales, finance, and management teams
  • Accounting firms giving clients limited access

Role-based access control is included in Growth (up to 5 users); Enterprise adds unlimited users and custom user roles. Compare plans and pricing.

Role-based access: frequently asked questions

Can I limit what each user can see?

Yes. Permissions are set per module, per user — for example, sales staff can see invoices without seeing ledgers or payroll.

Can I see who made a change?

Yes. The activity log records who did what, and when.

Is two-factor authentication supported?

Yes. Two-factor authentication is supported for user logins.

Can I restrict logins to our office network?

IP-restricted login is available as an option on the Enterprise plan.

How many users can I add?

Starter includes 1 user, Growth up to 5 users, and Enterprise unlimited users.

Try Role-based access free for 14 days

No credit card required. Full access to your chosen plan for 14 days.

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