Auto-set from country. Override if needed.
Set your team size. Your workspace will come with preset role tags ready to assign to members.
These roles are created automatically for your workspace. You can rename, adjust permissions, or delete them any time from Admin → Role Tags.
OwnerTier 1 · Full Access
Tier 1: Full system access including workspace settings, billing, and all financial modules.
Module Access
Read & Write
General Ledger · Accounts Receivable · Accounts Payable · so · Cash & Banking · Fixed Assets · Investment Orders · Investments · Payroll · Period Close · Foreign Currency · Leases · Tax · Inventory · ECL · Provisions · Retirement · Borrowing Costs · Investment Property · payment · Administration
Read Only
Reports · BIR Compliance · analysis
AdministratorTier 1 · Full Access
Tier 1: Full system access including workspace settings, billing, and all financial modules.
Module Access
Read & Write
General Ledger · Accounts Receivable · Accounts Payable · so · Cash & Banking · Fixed Assets · Investment Orders · Investments · Payroll · Period Close · Foreign Currency · Leases · Tax · Inventory · ECL · Provisions · Retirement · Borrowing Costs · Investment Property · payment · Administration
Read Only
Reports · BIR Compliance · analysis
ControllerTier 2 · Broad Access
Tier 2: Full financial and operational access across all modules. Cannot access workspace admin (members, settings, billing, or audit log).
Module Access
Read & Write
General Ledger · Accounts Receivable · Accounts Payable · so · Cash & Banking · Fixed Assets · Investment Orders · Investments · Payroll · Period Close · Foreign Currency · Leases · Tax · Inventory · ECL · Provisions · Retirement · Borrowing Costs · Investment Property · payment
Read Only
Reports · BIR Compliance · analysis
AccountantTier 2 · Broad Access
Tier 2: Full financial and operational access across all modules. Cannot access workspace admin (members, settings, billing, or audit log).
Module Access
Read & Write
General Ledger · Accounts Receivable · Accounts Payable · so · Cash & Banking · Fixed Assets · Investment Orders · Investments · Payroll · Period Close · Foreign Currency · Leases · Tax · Inventory · ECL · Provisions · Retirement · Borrowing Costs · Investment Property · payment
Read Only
Reports · BIR Compliance · analysis
Tier 3 — Specialist / Read-only AP ClerkTier 3 · Limited Access
Tier 3: Accounts payable only — create and manage vendor bills. No payment authorisation.
Module Access
Read & Write
Accounts Payable
AR ClerkTier 3 · Limited Access
Tier 3: Accounts receivable only — create invoices and record customer receipts.
Module Access
Read & Write
Accounts Receivable · payment
Asset ManagerTier 3 · Limited Access
Tier 3: Asset modules only — fixed assets, investment orders, and investment property.
Module Access
Read & Write
Fixed Assets · Investment Orders · Investments · Investment Property
Read Only
Borrowing Costs · Reports
Payroll OfficerTier 3 · Limited Access
Tier 3: Payroll only — process payroll runs and manage retirement benefit entries.
Module Access
Read & Write
Payroll · Retirement
ViewerTier 3 · Limited Access
Tier 3: Read-only access to financials, reports, and transaction history.
Module Access
Read Only
General Ledger · Accounts Receivable · Accounts Payable · so · Cash & Banking · Fixed Assets · Investment Orders · Investments · Reports · Period Close · Foreign Currency · Leases · Tax · Inventory · ECL · Provisions · Retirement · Borrowing Costs · Investment Property · analysis · payment
Enable only the modules your business needs. Core accounting is always included. You can adjust this later under Admin → Settings.