ZyncLedger is built for a team. You add each person their own login, then decide exactly what they can see and do. This page covers adding users, controlling their permissions, and how your plan's seat count works.

Adding a user

From the Users screen, add a person with their name, email, a role, and a password. You can mark them active or approved. The role sets their broad access; an admin has full access to the business, while other roles (such as a sales rep or a POS cashier) are more focused.

Permissions

Fine-grained control lives in permission profiles: reusable sets of permissions you create once and assign to users. A profile controls three kinds of access:

  • Reports: for each report, whether the user can customise, save, download, print, share, and view shared copies.
  • Transactions: for each transaction type (invoice, GRN, journal, and so on), whether the user can create, edit, view, delete, print, and list them.
  • Master files: whether the user can list, create, edit, delete, and approve records like customers, suppliers, products, and accounts. Point-of-sale access has its own switches.

Tip

Because a permission profile is reusable, the usual approach is to build a few profiles that match the roles in your business (for example "Cashier", "Accounts", "Manager") and assign the right one to each user, rather than setting permissions person by person.

Seats: how many people can log in

Your plan includes a number of user seats, chosen at signup. This limits how many people can be logged in at the same time.

Seats limit concurrent logins, not accounts

You can create as many user accounts as you like. The seat count only caps how many are signed in at once. If everyone's seats are in use, the next person to try signing in is asked to wait until someone logs out. To raise the limit, add seats to your subscription (see Your subscription & billing).

A note on demo workspaces

If you are exploring a demo workspace, it is read-only: you can look around, but changes are not saved. Your own paid workspace has no such limit.