Set a user's edit permissions

Each user has three independent toggles controlling what they can edit on a document.

Where: Users → Users → open the user → Permissions tab

1. Set Edit document details — allows changing supplier, document type, document number, document date, payment date, and total amount.
2. Set Edit payment information — allows changing bank account, payment reference, and payment type.
3. Set Edit accounting entries — allows modifying line items, account, VAT code, and dimensions.
4. Click Save.

Caution

Keep Edit payment information off for most users. Anyone who can change a bank account on a document could redirect a payment. Restrict this to a small set of trusted users.

Common starting points

User type	Edit details	Edit payment	Edit entries
Approver (no coding)	Off	Off	Off
Approver who codes lines	Off	Off	On
Bookkeeper	On	On	On
Admin	On	On	On

Related: Set a user’s archive visibility · Create a user