Users

Users in xTool are individuals who can access and work with your organisation's data. Each user logs in using their email address and has a specific role that determines what they can do within the system.

User Roles

xTool has three user roles with different levels of access:

1. Administrator - Users with full access to all features and additional privileges to change configurations, manage organisation settings, handle subsidiaries, and manage other users within their organisation.

2. Member - Regular users who can use the program normally. They can create, view, and manage documents, send invoices, and perform standard business operations within their assigned organisation.

3. Viewer - Users who can only read data but cannot make any changes. This role is essential for audits, compliance reviews, and situations where you need to grant access for monitoring purposes without allowing modifications.

User Access Across Organisations

Users from parent organisations automatically have access to child organisations. This means:

• Parent Organisation Users: Can access their own organisation and all its subsidiaries
• Child Organisation Users: Can only access their specific organisation
• Role Inheritance: Users maintain their role permissions when accessing child organisations

This hierarchical access allows for flexible management across your organisation structure while maintaining proper security boundaries.

User Management

Administrators can create, update, and manage users within their organisation and subsidiaries. Each user is assigned to a specific organisation and inherits the appropriate permissions based on their role and the organisation hierarchy.

Users can be activated or deactivated as needed, and their access can be controlled through their role assignments and organisation membership.