What are User Permissions for?

If your Pandle account has multiple users, such as employees, then you can set different access permission levels for each person, depending on what they need to see or do in Pandle.

For example, if you have an admin assistant who sends your invoices, but you do not want them to see banking information, this can be achieved with Pandle's User Permissions tool.

How to set up User Permissions in Pandle

Create a new permissions group

Add users to a User Permission Group

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How to set up User Permissions in Pandle

Click the 'Settings' icon in Pandle's navigation bar, and select 'Company Settings' from the menu.

Select the 'User Permissions' tab.

To help you get started there are three default permissions groups with varying levels of access. You can assign users to a group depending on what you need them to be able to see and do in Pandle.

The access levels for these default groups cannot be edited, or you can add a new group and customise the user permissions for it.

Create a new permissions group

To add a new User Permission group, click 'Add New Group'.

In our example below, we have created a new group called 'Admin invoicing only' and only the 'Customers' permission has been set.

This means that any user you put into this permissions group will only be able to view and create customer quotes and invoices.

Use the dropdown menus to select the level of access for each area, and then click 'Save Changes' to create your new group.

Add users to a User Permission Group

Click the 'Settings' icon in Pandle's navigation bar, and select 'Company Settings' from the menu.

Select the 'Users' tab.

Click 'Edit' next to the relevant user (or create a new user).

Use the dropdown menu to select the User Permission group, and click 'Update User' to save your changes.

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Add and manage users in your Pandle account

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