Users and roles
v26.3Last updated 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.
Steps
- 1Open Getting Started from the main menu and select Configuration.
- 2Choose Users and roles and click New.
- 3Complete the required fields. Fields marked with a red border are mandatory.
- 4Save, then use Preview to check the result before activating.
- 5Activate the record. Changes apply to new transactions only.
screenshot · Users and roles
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.
API reference
GET /api/v1/getting-started/users-roles?company=GM01
Authorization: Bearer <token>
200 OK
{ "items": [ { "id": 1042, "status": "active" } ] }Video walkthrough
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