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- Using Crezco
Crezco user roles
Learn more about what each user role in Crezco has permissions for
User | Accountant | Administrator | Owner | |
Create organisation | ✅ | ✅ | ✅ | ✅ |
Add member | ✅ | ✅ | ||
Add bank account |
✅ | ✅ | ✅ | ✅ |
Edit user permissions | ✅ | |||
Edit user role notifications |
✅ | ✅ | ||
Connect software integration | ✅ | ✅ | ✅ | ✅ |
Create payment link | ✅ | ✅ | ✅ | ✅ |
Delete payment link | ✅ | ✅ | ✅ | ✅ |
Import bills/payroll | ✅ | ✅ | ✅ | |
Create contact |
✅ | ✅ | ✅ | |
Edit payee contact information |
✅ | ✅ | ✅ | |
Create pay run |
✅ | ✅ | ✅ | |
Delete pay run |
✅ | ✅ | ✅ | |
Copy pay run payment link |
✅ | ✅ | ✅ | ✅ |
View Crezco payment history |
✅ | ✅ | ✅ | ✅ |
Create manual bill |
✅ | ✅ | ✅ | |
View contact bank information |
✅ | ✅ | ✅ | ✅ |
View billing invoice | ✅ | |||
Manage billing | ✅ |
To find out how to add a user, or change a current user's role please click here.