BrightBooks has streamlined its permission management system while integrating with BrightHub for comprehensive staff administration. This guide explains how to manage your staff-related requirements.
Permission Management in BrightBooks
Staff Overview
The Staff section provides a comprehensive view of all staff members in your practice. Each entry displays:
- Forename
- Surname
- Current Status
- Email Address
- Number of associated businesses
Managing Practice Permissions
You can modify practice-level permissions for each staff member in two ways:
- Click directly on the staff member's email
- Select Practice Permissions from the inline menu
Available Practice Permissions
To amend the list of permissions that the Staff would have access to under the selected Practice by either clicking on the email of every staff or selecting Practice Permissions from the inline menu. A list of permissions is displayed which you can check to amend as per your requirement for each staff.
Below is a detailed breakdown of practice-level permissions you can assign:
| Permission | Implication |
| Practice (Master) | Grants all permissions automatically when selected |
| Login to the Practice Portal | Enables staff to access the practice portal |
| View Practice Businesses | Allows staff to view all businesses within the practice |
| View Practice Staff | Permits staff to see other practice staff members |
| Add Practice Staff | Enables staff to add new members to the practice |
| Delete Practice Staff | Allows staff to remove members from the practice |
| Add new Practice Business | Permits staff to create new business entries |
| Remove Practice Business | Enables staff to delete existing business entries |
| View Payment Details | Grants access to payment information |
Permission Management Tips
- Review permissions regularly to ensure appropriate access levels
- Consider your practice's security requirements when assigning permissions
- Remember that the Practice (Master) permission automatically enables all other permissions
Staff Permissions
To amend the list of permissions that the Staff would have access to select Staff Permissions from the inline menu. A list of permissions is displayed which you can check to amend as per your requirement for each staff.
Below is a detailed breakdown of staff-level permissions you can assign:
| Permission | Implication |
| Customer Setup | You can amend the list of permissions for Customer Setup |
| Contacts | You can amend the list of permissions for Contacts |
| Activities | You can amend the list of permissions for Activities |
| Chart of Accounts | You can amend the list of permissions for the Chart of Accounts |
| Invoices | You can amend the list of permissions for Invoices |
| Payments | You can amend the list of permissions for Payments |
| Journals | You can amend the list of permissions for Journals |
| Bank Reconciliations | You can amend the list of permissions for Bank Reconciliations |
| VAT Returns | You can amend the list of permissions for VAT Returns |
| Opportunities | You can amend the list of permissions for Opportunities |
| Data Mining | You can amend the list of permissions for Data Mining |
| Reports | You can amend the list of permissions for Reports |
| Settings | You can amend the list of permissions for Settings |
| Time and Expense | You can amend the list of permissions for Time and Expense |
| Stock Control | You can amend the list of permissions for Stock Control |
| Currency Gain | You can amend the list of permissions for Currency Gain |
Client / Business Access
BrightBooks allows you to control which clients and businesses each staff member can access. This granular control helps ensure that staff members only have access to the information they need for their specific roles. You can access this by clicking Client / Business Access from the inline menu.gs
BrightHub Staff Administration
For adding, removing, or managing staff members, you'll need to use BrightHub - our consolidated platform that brings all Bright products under one roof. This centralized approach ensures consistent staff management across all Bright services.
Accessing Staff Management
- Navigate to Staff under BrightBooks
- Select Staff Management
- You'll be directed to a dashboard where you can:
- Add new staff members
- Manage staff access levels
- Remove staff members when needed