How Access Works in EasyBiz
On a person's page you will find these controls:
Full seat — makes the person a paid user of your account. One Full seat covers this person across every product your business subscribes to, and it never stacks, however many products they use.
Products inside the Full seat — turn off any product this person should not reach. Narrowing access does not change the seat price.
- Sales — the catalogue, service options and orders.
- CRM — conversations, the deal pipeline and customer history.
- Production — order stages, jobs and work orders.
- Field Service — assigned mobile jobs for drivers and on-site workers.
Permissions — two products have a permission you can tick or untick. Click Permissions next to the product while it is on.
- Sales: Sales figures & reports — the sales, payment and credit reports.
- Field Service: All jobs — see jobs assigned to other people, not only their own.
Administration — which settings areas this person can manage, such as Integrations or Billing & plan. It is the first switch in the Full seat's list: turn it on, tick at least one area and click Save.
POS clock-in — a 4-digit PIN for clocking in at the POS counter. It needs no seat.
Mobile App Access — which staff mobile apps this person can open. Click Add Mobile App Access to add one.
Sales Channel Access — All sales channels, or Selected sales channels to limit the person to the shops and online channels you pick, on the Console and the mobile apps.
Everything below happens in one place: click the ⚙️ Settings icon at the top right, find Users & permissions, click Users & Access, then click the person's name.
You need the Users & permissions area in your own Administration settings (the account owner always has it). Giving someone a Full seat changes your bill, so it also needs Billing & plan. You cannot change your own seat or permissions, and you can only give Administration areas that you have yourself.
For the basics of adding a user and the full list of Administration areas, see Inviting Your Team and Managing Access.
Counter Staff at the POS
No seat needed. If a person only serves customers at the counter, add them with a 4-digit clock-in PIN. This is free and does not use a billed seat.
In Users & Access, click Add User.
Enter their Display name — the name shown on the POS and in reports.
Under POS clock-in, type a 4-digit Clock-in PIN, or click Generate PIN.
Click Add user, then click Finish without choosing a seat.
If they later need the Console or the EasyBiz Workflow app, open their page and turn on the Full seat. EasyBiz asks for a login email and an initial password first, because a seat needs a sign-in. Click Save, then Assign seat.
If your account still shows POS Staff Management under your Point of Sale settings, you can keep adding counter staff there instead. See Set Up POS Staff Management.
Accountant or Bookkeeper
Assign a Full seat with only Sales, and turn on the money reports:
Turn on the Full seat and click Assign seat.
Leave Sales on. Turn off CRM, Production and Field Service.
Next to Sales, click Permissions, tick Sales figures & reports, and click Save.
Leave Administration off. Only turn it on with Billing & plan ticked if this person should also manage your EasyBiz subscription.
If your accountant works in Xero or QuickBooks rather than inside EasyBiz, they may not need a seat at all — the accounting sync sends your sales to them. See Connect Your Account (Xero) or Connecting QuickBooks to EasyBiz.
Customer Service Staff
Assign a Full seat with CRM on. CRM opens the customer conversations, the deal pipeline and customer history. Suggested replies from the Customer Service Agent in the Console also need CRM.
- Leave Sales on if they also take or look up orders.
- Turn off Production and Field Service if they do not work on jobs.
- If they should not see your takings, click Permissions next to Sales and untick Sales figures & reports.
One seat covers every product, so the same person can handle chats, customer records and orders without a second charge.
Integrations / Sync Manager
Someone who looks after your payment, accounting and messaging connections, and nothing else:
Assign a Full seat. Keep at least one product on — for example Sales — because the Full seat needs one. Turn off the others.
If they should not see your takings, click Permissions next to Sales and untick Sales figures & reports.
Turn on Administration, tick only Integrations, and click Save.
They can then manage Settings › Integrations, but not billing, users or your other settings.
Store / Outlet Manager
Assign a Full seat, limited to their outlet:
Assign a Full seat and leave on the products they need, usually Sales.
Under Sales Channel Access, choose Selected sales channels, pick their outlet from the list (you can pick up to 10), and click Save.
If they track their store's takings, click Permissions next to Sales, tick Sales figures & reports and click Save.
They then work only in the sales channels you picked, on the Console and the mobile apps.
Manager Who Looks After Settings
A trusted manager can run part of your setup without full owner rights. Turn on Administration and tick only the areas they look after — for example Catalog & pricing for prices and products, or Scheduling & dispatch settings for bookings, service areas and time slots.
Keep Users & permissions and Billing & plan for the owner, or for the one person who manages your team and your EasyBiz bill.
Drivers and Field Staff
Assign a Full seat with Field Service on:
Assign a Full seat and turn on Field Service. A driver, cleaner or technician must have Field Service on to appear in the list of people a job can be assigned to.
Turn off the products they do not need, such as CRM and Production.
Next to Field Service, click Permissions and untick All jobs, so they see only the jobs assigned to them. Click Save.
Under Mobile App Access, click Add Mobile App Access, choose the staff app they use and click Add Access. See Install and Sign In to EasyBiz Workflow.
A driver is on the same seat and the same rate as anyone else on your team — there is no cheaper worker seat.
FAQs
Why does the access page look different from before?
The person page was simplified in September 2026. The old Advanced settings dialog, with its data and action switches, was replaced by the product switches, the two permissions, Administration and Sales Channel Access. If a team member cannot reach something they used before, open their page and turn on the product, permission or Administration area they need.
Can I stop one staff member from cancelling orders or giving discounts?
There is no per-person switch for these. Anyone with the Sales product can do the order work that Sales covers, so give Sales only to the people who handle orders.
I changed someone's access but nothing happened.
Ask them to refresh the Console — and if that is not enough, to fully sign out and sign back in. An older session can keep using the access from before your change.
Why can't my staff member see the sales reports?
Open their page, click Permissions next to Sales, tick Sales figures & reports and click Save. See Giving Your Staff Access to Reports for which reports each product opens.
Can someone give themselves more access?
No. Nobody can change their own seat or permissions, and nobody can give Administration areas they do not have themselves. Only the account owner, or a user with the Users & permissions area, can change someone's access.
Still Stuck?
Ask the Assistant on your Console home page, for example "How do I let my outlet manager see only the Tampines shop?". To reach the EasyBiz team, click ? (Help) at the top right, open Support and start a new ticket. Replies from the team appear there.