Back to Getting Started

Getting Started

Users & Roles in Easedesk — overview and key features

Learn what the Users & Roles module in Easedesk ERP does, who it's for, and how to manage users + roles for your Indian business.

4 min read·Updated 2026-06-30

Quick answer

The Users & Roles module in Easedesk lets you manage users + roles. Invite + activate, pre-defined roles, and permission editor — all in one place, designed for Indian SMEs.

What is the Users & Roles module?

The Users & Roles module in Easedesk ERP is built for Indian businesses that need to manage users + roles without juggling spreadsheets or stitching together multiple tools. It is part of Easedesk's 50+ module unified platform.

It is included in every Easedesk subscription (subject to plan availability) and works out-of-the-box with sensible Indian defaults — INR currency, April–March fiscal year, GST-aware pricing, and Indian compliance.

Key features

Users & Roles ships with the following capabilities:

  • Invite + activate
  • Pre-defined roles
  • Permission editor
  • Department scoping

Who should use it?

Teams that users + roles regularly will get the most value. Common users include founders, admins and operations leads.

Why teams choose Easedesk for this

Compared to standalone tools, Easedesk's Users & Roles module gives you:

  • Least-privilege access
  • Audit-ready
  • Quick onboarding

Permissions required

Access to Users & Roles is controlled by the Easedesk RBAC system. By default, the predefined roles that include access are typically Admin, Admin and the Viewer role (read-only). Owners can edit role permissions in Settings → Users & Roles.

Frequently asked questions

What does the Users & Roles module do in Easedesk?
It lets you manage users + roles from a single place inside Easedesk, with Indian-format defaults (INR, GST, April fiscal year) and audit-grade history.
Is Users & Roles included in my Easedesk plan?
Users & Roles is part of Easedesk's 50+ module platform and is available subject to your subscription plan. Most plans include it by default — check Settings → Billing for what your plan covers.
Who can access Users & Roles?
Access is governed by role-based permissions. By default, Owner and Admin roles have full access; module-specific predefined roles (e.g. HR Manager for HR, Accountant for Finance) grant scoped access. You can customise this in Settings → Users & Roles.
Can Users & Roles be disabled if my team doesn't need it?
Yes. Owners can disable any non-mandatory module under Settings → Modules. Disabled modules are hidden from the sidebar but their data is preserved if you re-enable later.
Where does Users & Roles data come from?
Data is created either manually from the in-app forms, imported via CSV, ingested through the Easedesk API, or auto-generated from other modules (for example, journal entries created automatically when an invoice is posted).
usersusers & rolesoverviewadmin

Related articles

Still have questions?

Use the AI Assistant inside Easedesk (it has access to your data), or reach our team.

Contact support

Command Palette

Search for a command to run...