User Roles define how users are categorized throughout Enlivy.
Every new Enlivy organization comes with a set of default user roles that are ready to use, such as clients, suppliers, and distribution partners. For many businesses, these default roles are all that’s needed.
However, if your business requires additional categories — such as Accountant, Consultant, Assistant Manager, Law Firm, or any other custom role — you can easily create them yourself.
Open the User Roles settings
From the Enlivy dashboard, click Settings in the left navigation menu, then open User Roles.
Here you’ll see all available user roles, including the default roles that come with every new Enlivy account.
You can start using these roles immediately or create your own custom roles.
Create a new User Role
Click Add User Role in the upper-right corner.
A popup window will appear where you can configure the new role.
Complete the User Role information
- Name
- The display name of the role. This is the name that users will see throughout Enlivy when assigning roles — for example Accountant, Consultant, Assistant Manager, or Law Firm.
- Alias
- A unique internal identifier for the role. The alias should generally be lowercase and use underscores instead of spaces, such as accountant, consultant, or assistant_manager. Once created, it's recommended not to change the alias, as it may be referenced internally.
- Parent User Role
- Optionally choose an existing role that this new role should inherit from. In most cases, this can be left empty unless you want to organize your roles hierarchically.
- Description
- An optional description explaining what the role is used for. The description supports Markdown, allowing you to include formatting if desired.
- Is Business Entity
- Enable this option if the role represents a company or organization rather than an individual person — for example Accountant Company, Supplier, or Client Company. Leave this disabled for roles representing individual people.
Scopes
Scopes determine how users with this role can interact with different parts of Enlivy.
- Can be invoiced
- Allows this type of user to receive invoices. A client company would normally have this enabled.
- Can be invoicing
- Allows this type of user to issue invoices — your own organization, or another business issuing invoices.
- Can be payrolled
- Allows this role to participate in payroll management. Typically enabled for employees or similar roles.
- Can use backoffice
- Allows users with this role to access the Enlivy Backoffice. Enable this only for roles that should have access to the application itself.
Example
Below is an example of creating a custom Accountant role, using Accountant as the name, accountant as the alias, and a short description.
After reviewing the information, click Add User Role. Your new role will immediately become available when creating or editing users.