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Users and roles

v26.3آخر تحديث 12 Sep 2026· 6 min read

This article explains users and roles in the Getting Started module. You need the Getting Started Manager role or equivalent permissions.

الخطوات

  1. 1Open Getting Started from the main menu and select Configuration.
  2. 2Choose Users and roles and click New.
  3. 3Complete the required fields. Fields marked with a red border are mandatory.
  4. 4Save, then use Preview to check the result before activating.
  5. 5Activate the record. Changes apply to new transactions only.
Users and roles form in Getting Started › Configuration
Note. In multi-company setups, the setting applies to the company selected in the top bar.
Warning. Changing this after transactions have been posted affects reports for open periods only. Closed periods are not recalculated.

مرجع واجهة البرمجة

GET /api/v1/getting-started/users-roles?company=GM01
Authorization: Bearer <token>

200 OK
{ "items": [ { "id": 1042, "status": "active" } ] }

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