Users and Permissions

GIDDH provides flexible role-based access control, allowing organizations to manage who can view or perform specific tasks within the system. Each user is assigned a role that determines their level of access.

Proper role assignment helps maintain data security, operational clarity, and internal accountability.

Please follow the link below to access the permissions page:

https://books.giddh.com/pages/settings/permission

Super Admin

Key Permissions:

✅ Full access to all modules and company settings

Super Admins can access every section of GIDDH, including ledgers, transactions, reports, inventory, invoicing, and configuration panels, without restrictions.

✅ Add, remove, and manage users

Ability to invite new users, assign them roles, deactivate accounts, or completely remove users as per company requirements.

✅ Create, assign, and update user roles and permissions

Can define custom roles, copy role settings, and manage access levels for different employees or departments.

✅ Access and manage all ledgers, invoices, reports, and dashboards

View and control financial data, generate reports, and monitor company performance from the dashboard in real-time.

✅ Import and export company data

Upload bulk data via templates or export accounting records for backups, audits, or external reviews.

✅ View and monitor complete audit logs

Track every activity performed by any user, ensuring transparency, traceability, and security compliance.

✅ Manage all integrations (e.g., APIs, Giddh plugins)

Configure and maintain integrations with third-party platforms, email gateways, and automation tools to enhance business workflows.

✅ Modify financial year and taxation settings

Edit statutory settings such as financial year duration, GST details, and other compliance-related configurations.

✅ Edit company profile and organizational details

Update business information like address, contact details, logo, and other identity elements from the settings.

✅ Share company access with other users (Exclusive to Super Admin)

Grant company-level access to external stakeholders, consultants, or team members with appropriate permissions.

✅ Transfer company ownership and make account-level decisions

Can change ownership of the company profile, handle billing and subscription settings, and perform irreversible changes.

✅ Set access rules using CIDR and define date-limited permissions

Enhance security by restricting login access to approved IP ranges and setting valid access periods for users.

Admin

Admins have full operational control over most of the account but do not have the ability to share the company with others.

Key Permissions:

✅ Manage users and assign existing roles

Admins can invite users and assign them pre-defined roles, but cannot create or edit new roles or transfer ownership.

✅ Access and edit all major modules

Admins have complete access to essential modules, including:

Ledger, Invoice, Manager, Dashboard, Reports, Inventory, Recurring Entry, Audit Logs, Search, Petty Cash Manager.

✅ View, create, and update transactions and ledgers

Maintain all types of ledgers and manage day-to-day journal entries and financial data.

✅ Create and manage invoices and recurring entries

Can generate, edit, and monitor invoices and recurring billing processes as part of financial operations.

✅ Generate reports and summaries

Full access to financial reports, tax summaries, and dashboard analytics to support business decisions.

✅ Configure company settings (with restrictions)

Admins can edit business information, taxation preferences, and workflow settings — except account billing or ownership transfer.

✅ Import and export accounting data

Upload bulk data using import tools or export financial records for compliance, audits, or reporting.

✅ Manage inventory and stock records

Access and update item listings, monitor inventory levels, and track product movements across accounts.

✅ View audit logs and activity tracking

Monitor user activity for accountability and operational visibility.

❌ Cannot share company access (Exclusive to Super Admin)

Admins cannot share the company with other users or transfer company ownership

Viewer

The Viewer role provides read-only access for stakeholders who need visibility but don’t require editing rights.

✅ View dashboards, ledgers, reports, and transactions

Can access and review all financial dashboards, account ledgers, journal entries, and detailed reports without any ability to modify them.

✅ Read-only access to inventory, invoices, and analytics

Allowed to view item stock levels, invoice history, sales data, and key performance metrics — but cannot create, edit, or delete any of the records.

❌ Cannot create, edit, or delete any records

The Viewer is completely restricted from modifying financial data, ledgers, stock items, settings, or any business transactions.

❌ Cannot access user or company settings

Blocked from making any changes to company preferences, user management, role assignments, or administrative configurations.

❌ Cannot import/export data or manage integrations

Has no access to bulk data import/export features or third-party integrations like APIs, email tools, or payment gateways.

Custom Roles and Limited Permissions

In addition to predefined roles like Super Admin, Admin, and Viewer, you can also create custom roles based on your organization’s structure — such as Manager, Accountant, Sales Executive, or any other designation.

You can then assign limited permissions to each role, allowing employees to access only the modules or actions necessary for their work.

Please refer to the following link for steps on creating a new user and assigning custom roles:

https://giddh.com/help/users-and-permissions/how-to-add-a-custom-role-in-giddh

Creating custom roles in GIDDH allows you to define precise access controls for different team members based on their job responsibilities. This ensures data security, reduces the risk of accidental errors, and gives employees access only to the features they need.

Step-by-Step Guide:

• Login to your GIDDH account.

• Press Ctrl + G (Windows) or Cmd + G (Mac) to open the search bar and type "Permissions".

• From the search results, select the Permissions option.

• In the Permissions section, click on the “Add New Role” button to create a new custom role.

Step 1: Name the Role

Once you're on the role creation screen or popup, the first step is to assign a name to your new role. This name should clearly indicate the purpose or responsibilities of the user group you’re creating the role for.

Examples of Role Names:

Accountant – For users who manage financial transactions, ledgers, and reports.

Sales Executive – For team members who create and manage sales invoices or customer data.

Inventory Manager – For users responsible for managing stock, product details, and inventory movement.

Junior Staff – For employees with limited access, such as data entry or basic transaction viewing.

Auditor – For external consultants or internal reviewers who need read-only access to reports and logs.

Step 2: Choose the Role Type

When creating a custom role in GIDDH, you’ll be asked to choose a Role Type. This step determines how you want to define the permissions for the new role.

GIDDH provides two flexible options to suit different needs:

Option 1: Fresh Start

Use this when you want to create a completely new role from scratch.

• You will manually choose which modules the role can access.

• You can select specific actions like View, Create, Edit, and Delete for each module.

• Ideal when the role requires custom access not based on any existing role.

Option 2: Copy From Other Role

Use this when you want to duplicate permissions from an existing role and then make changes if needed.

• You select an already-created role in your account as a starting point.

• All permissions from that role will be copied.

• You can then review and adjust the permissions as required.

Final Step: Assign Permissions and Save the Role

After selecting the role type (Fresh Start or Copy from Other Role), proceed to:

• Select the required permissions for each module (View, Create, Edit, Delete).

• Once permissions are configured, click on the “Save” button.

• The newly created role will now appear on the Roles page.

Managing user access is a crucial part of maintaining data integrity, ensuring accountability, and controlling what each team member can view or modify in your GIDDH account. GIDDH provides a flexible user management system that allows Super Admins to add new users and assign them specific roles—either predefined or custom-built.

This guide provides an in-depth walkthrough of the complete process.

Please follow the link below to access the permissions page:

https://books.giddh.com/pages/settings/permission

Add a New User in GIDDH via Permissions Panel

GIDDH allows you to grant controlled access to users through a simple permission interface. In the “Give Permission to” section, you can invite users by filling out just a few essential details.

1. Interface Overview

In the section titled "Give Permission to:", you’ll see the following input fields:

Unique Name / Email ID

Enter the registered email address of the user you want to invite.

This will be used to send them an invitation to join your company’s GIDDH account.

2. Select Role*

Choose a role for the user from the dropdown list.

This role determines what actions and data the user will have access to (e.g., Admin, Viewer, Accountant, etc.).

3. Date Range

In Giddh, you have flexible options to define how long a user has access to the system. These options are particularly useful for managing permissions for temporary users, external consultants, or employees with time-bound responsibilities.rs like consultants or short-term staff.

Date Range: Limits user access between a specific start and end date. Useful for temporary roles (e.g., interns, consultants).

Past Period: Allows access to only historical data within a selected timeframe. Useful for roles like auditors needing back-dated information.

4. CIDR Range

Define the IP range (CIDR format) from which the user is allowed to log in.

This helps in securing access by restricting login to specific networks (e.g., your office location).

5. Add Button

After filling all fields, click on the “Add” button to send the invitation and save the user’s access settings.