Users and permissionsthe right access for every person

Give each employee, client and vendor exactly the access their work needs, and keep sensitive data protected.

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Users & Security: imageModule screen or team at work. 1000 x 1000

How does ERP Instfy control user access?

Administrators create users and assign roles. Each role defines permissions by module and by action, such as view, create, edit or delete. Employees, clients and vendors can each have their own access level. Login is secure and activity is tracked, and the company can apply its own branding, language and cookie consent settings.

Part of ERP Instfy, the cloud ERP by Instfy. Updated 2026-10-04.

What you can dowith users & security

Create users and roles, set permissions by module and action, give access to employees, clients and vendors, with secure login and activity tracking.

  • Users

    Invite people, activate or deactivate access in seconds.

  • Roles

    Group permissions into roles such as finance, sales or HR.

  • Granular permissions

    Allow or block each action in each module.

  • Client and vendor access

    External users see only what concerns them.

  • Activity tracking

    Secure login and records of user activity.

  • Branding and language

    Your logo, colors, multi-language and RTL support.

How it worksin four steps

The same flow your team will follow inside ERP Instfy. Detailed instructions are in the Users & Security guide.

  1. Define roles

    Create roles that match your departments.

  2. Set permissions

    Choose modules and actions for each role.

  3. Invite users

    Add employees, clients and vendors with their role.

  4. Review

    Adjust access as people change jobs.

Main screenUsers & Security, overview. 1200 x 900
Detail 1800 x 600
Detail 2800 x 600
Wide screen1400 x 600

Who uses it

Teams that work in this module every day.

  • Owners
  • IT and admins
  • Finance leaders
  • HR
  • Operations managers

Industries

Sectors where this module makes the biggest difference.

Frequently askedquestions

Can I limit what an employee sees?

Yes. Permissions are set by module and action, so a user can see sales but not payroll, for example.

Can clients and vendors log in?

Yes. External users can have their own access limited to what concerns them.

Can I use my own brand?

Yes. Set your logo, colors and theme so the system looks like your company.

Does it support other languages?

Yes. The interface supports multiple languages, including right to left layouts.

What happens when someone leaves the company?

Deactivate the user and access stops immediately, while their records stay in the system.

Works togetherwith other modules

Data flows between modules automatically, without exports or duplicate entry.

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