Roles built around real jobs
Start from finance, sales, purchasing, store and management responsibilities.
Give people the right access and keep every action visible
Define responsibilities by role, limit sensitive actions and preserve a chronological history of important changes.
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eSolverBooks / Settings / Users & roles
Users & roles
Settings
Screenshot pending — this screen is built in the app and will be captured once demo data is seeded.
How it works
From setup to a review-ready result
A practical workflow your team can follow without adding disconnected spreadsheets or repeated data entry.
- 1
Define job roles
Start with the responsibilities of finance, sales, purchasing, management and auditors.
- 2
Grant least-privilege access
Allow only the modules, branches and actions each role needs to complete its work.
- 3
Protect critical actions
Require approvals for posting, period changes, sensitive exports and other high-impact work.
- 4
Review the audit trail
Filter activity by user, date, record or action and inspect before-and-after values.
What you get
Built for how audit trail & role-based access actually works
Strong access and audit controls reduce accidental changes, support accountability and make financial review more reliable.
Module and action permissions
Separate who can view, create, approve, post and export.
Branch-scoped access
Limit a user to the locations they actually work in.
Approval thresholds
Require review above a value, and record who gave it.
Period locks
Close a reported period so filed figures cannot drift.
Before-and-after history
See what a value was, what it became, who changed it and when.
Feature details
Every item and sub-item, clearly explained
Understand the main workflow, what belongs inside it and how each capability supports accurate daily work.
01
Main feature item
Access design
Match permissions to responsibility.
What it includes
4 connected capabilities designed to keep this part of audit trail & role-based access organized.
Included sub-items
What belongs under access design
01
Standard roles
Create access for common job functions.
02
Module access
Control who can view financial areas.
03
Action permissions
Separate create, approve and export actions.
04
Branch scope
Limit users to their operating locations.
02
Main feature item
Workflow control
Protect high-impact decisions.
What it includes
4 connected capabilities designed to keep this part of audit trail & role-based access organized.
Included sub-items
What belongs under workflow control
01
Approvals
Require review before finalization.
02
Posting control
Limit who can post to the ledger.
03
Period locks
Prevent change to reported periods.
04
Sensitive exports
Restrict confidential downloads.
03
Main feature item
Audit trail
Know what changed and who changed it.
What it includes
4 connected capabilities designed to keep this part of audit trail & role-based access organized.
Included sub-items
What belongs under audit trail
01
User activity
Record person, time and action.
02
Before and after
Show how key values changed.
03
Document history
Follow records through approval and correction.
04
Audit reports
Filter activity for fast investigation.
Accounting reference
This feature explanation is informed by recognized accounting and control guidance. Your configuration and filing obligations should still be reviewed for your organization and jurisdiction.
Put audit trail & role-based access to work for your business
Create a clearer workflow and give your team information they can understand and trust.