Menu

Managing Own Roles

Managing My Own Roles

You now have the option to independently terminate the roles assigned to you by other accounts.

Under the access management system, companies or other users can still invite you to the following roles:

  • Accountant

  • Administrator

  • Staff Member

  • Assistant

In the new "My Roles"  menu, you can review which companies have invited you to any of these roles, and you can delete any role yourself.

image-20260506-170530.png

Deleting a Role

  1. Open the Settings / My Roles menu.

  2. Here you will see a list of accounts that have invited you to a specific role.

  3. At the end of each row, there is an "Actions" icon. Click on it to open the list of available functions.

Currently, two actions are available:

  • Delete my role  – Use this to exit the given role. Once confirmed, the deletion takes effect immediately.

  • Switch to this company – This allows you to quickly switch to that specific company's profile, similar to the "My Businesses" list in the header.

Important: Deleting a role is a permanent action and cannot be undone. If you need the same role again in the future, the company must send you a new invitation.