How Access Works in EasyBiz
Access has two layers, and every scenario below is a combination of the two:
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Seats decide who is a paid user of your account. There is one seat for your team — the Full seat — and it covers every product you own, so a person is counted once no matter how many products they use.
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Permissions decide what they can see and do inside those products. On a person’s page in Users & Access, open the seat’s menu and choose Advanced settings . The dialog has four groups: Feature management, Sensitive account controls, Data visibility, and Allowed actions.
Everything below happens in one place: the ⚙️ Settings icon → Administration section → Users & Access . You need the Manage Users & Access permission (the account owner always has it), and you cannot change your own seats or permissions.
For the basics of adding a user and assigning seats, see Inviting Your Team and Managing Access .
Counter Staff at the POS
No Console seat needed. If a person only serves customers at the counter, register them in POS Staff Management with a 4-digit clock-in passcode instead — this is free and does not use a billed seat. See Set Up POS Staff Management .
If they also need the Console occasionally, give them a Console user with the seats they need, and optionally add a POS clock-in PIN to the same account.
Accountant or Bookkeeper
Assign a Full seat, then tailor the permissions:
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In Data visibility, switch on the reports they need — for example View sales report and View payments report . Report access is a separate permission — if a Reports tab is missing, this is usually why.
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In Allowed actions, switch off the operational actions they should not perform — for example Cancel orders , Apply discounts , or Override prices — if their job is to review, not to operate.
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Only enable Manage Billing (under Sensitive account controls) if this person should also manage your EasyBiz subscription itself.
If your accountant works through 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. One seat covers every product on your account, so the same person can work the shared inbox, customer records, and the sales pipeline without a second charge. Fine-tune what they can do in the seat’s Advanced settings, for example whether they can apply discounts.
Integrations / Sync Manager
There is currently no integrations-only permission — the Integrations settings come with a Full seat. The closest setup for someone who should manage integrations without wider admin powers is:
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Assign a Full seat.
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In Advanced settings, switch off the optional permissions — billing, user management, reports and data visibility, and operational actions.
They will still have base back-office access, including the Dashboard and general settings such as company setup, catalog and pricing, templates, and Integrations — but none of the sensitive or operational extras.
Store / Outlet Manager
Assign a Full seat, scoped to their outlet:
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In Data visibility, set Sales Channel Scope to Selected channels and pick their outlet(s). Data that supports channel scoping will then be limited to those sales channels.
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Switch on the report permissions they need (for example View sales report ) so they can track their own store’s performance.
Drivers and Field Staff
Assign a Full seat, then set job visibility to Assigned jobs only so the driver opens a focused workspace showing their own jobs rather than the whole schedule. 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 did someone’s access change after an update?
EasyBiz moved the Console to seat-based access control in mid-2026. Old administrator roles do not automatically carry over — access is now managed through Users & Access, and users can no longer enable their own seats or permissions. If a team member lost access they used to have, open their page in Users & Access and switch on the seat and permissions they need. If you are unsure what they had before, contact support via the Help panel — the team can restore access based on the previous setup.
I changed someone’s permissions 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 permissions from before your change.
Why can’t my staff member see the Reports tab?
In the seat’s Advanced settings, switch on the relevant report permissions under Data visibility — the Reports tab appears once report access is granted.
Can someone grant themselves more access?
No. Users cannot change their own seats or permissions — only the account owner or a user with Manage Users & Access can.
Still Stuck?
Click the Help icon (question mark) at the top of the Console. The Assistant can answer questions straight away, and it can open a support ticket for you — replies from the EasyBiz team appear in the same Help panel.