How to Give Read-Only Access to Britebiz
Britebiz does not ship a single fixed role called "View Only". Instead, read-only access is built by creating a custom Permission Level under Settings, naming it yourself (for example "View Only"), and setting every module to View rights while leaving Edit and Delete unchecked. You then invite the person and assign that level to them, so they can look at your bookings, clients, and reports without changing data, moving money, or managing other users. This is safe because each module's rights are explicit: with only View ticked, the person can read but not act. This guide covers opening User Management, creating the read-only Permission Level, restricting the financial and Users modules, saving the level, inviting the user by email, assigning the level, and sending the invitation. It also covers how to remove the user later. Because the financial module's exact behaviour is not documented at the module level, the guide flags one check to confirm in your live account.
Access to grant
A custom View-only Permission Level (View rights on every module, Edit and Delete unchecked)
Who you're granting access to
- Your bookkeeper, accountant, or another adviser you want to give view-only access.
Before you start
- An account owner or admin login with the Users permission switched on
- The email address of the person you want to invite, verified through a channel you trust
- A few minutes to create the Permission Level before inviting the user
Step by step
- 1
Open User Management settings
Signed in as the account owner or admin, open the main menu and select Settings, then choose User Management. On some accounts this is labelled Users. This is the hub that controls who has access and what they can do.
- 2
Create a new read-only Permission Level
Open the Permission Levels tab and click Create New Level. Give it a clear, descriptive name such as View Only or Read Only so its purpose is obvious. Permission Levels are reusable templates you assign to users rather than configuring each person one by one.
- 3
Set the level to View only across modules
Britebiz lets you select View, Edit, or Delete rights for each module. Work through every module and select View only, leaving Edit and Delete unchecked. Confirm in the live UI that the financial or payments module has Edit and Delete switched off so the person cannot refund, edit invoices, or move money, and leave the Users module off so they cannot manage other users.
- 4
Save the Permission Level
Once each module is set to View only, click Save. The level is now stored and ready to assign to new or existing users.
- 5
Add the user
Switch to the Users tab and click Add New User (your account may label this button slightly differently). Enter the person's details and a valid email address where they will receive their invitation link.
- 6
Assign the view-only level to the user
In the new-user form, open the Permission Level (or Role) dropdown and select the read-only level you created. The user inherits all the rights and restrictions defined in that template.
- 7
Send the invitation
Check the email address is correct, then click Send Invitation. Britebiz emails the person a link to join your account. Track the User Status column (Pending versus Active) and use Resend if the invitation did not arrive.
Removing access afterwards
- From your home page click Settings.
- Click Account Settings.
- Click Users to open the active-users list.
- Find the user you want to remove and open their profile.
- Move to the right of the profile and click Delete.
- At the warning 'are you sure you want to delete this profile?' click OK to proceed, or Cancel to stop.
- The profile is permanently deleted and cannot be undone: their access stops immediately and they are removed from your active user list. You can only delete a user if the Users toggle is on for your own permission level. For a temporary adviser, prefer leaving them on the restricted view-only level or downgrading their level rather than deleting, since the docs document only permanent deletion.
If that option is not available
If you cannot create or assign Permission Levels, your own login likely lacks the Users permission. Ask the account owner or an admin to switch the Users toggle on for your permission level, or have them create the View-only level and send the invite for you. Britebiz user invites are self-serve for owners and admins, with no documented approval or OAuth gate. A separate Britebiz API exists for integrations, but the help centre does not document a self-serve developer-portal or API-key flow, so API access is arranged with Britebiz directly and is out of scope for in-app view-only access.
Frequently Asked Questions
Not as a fixed role. Britebiz's onboarding article shows custom levels such as Manager and Staff as examples, not a ready-made View Only role. To give read-only access you create a custom Permission Level you name yourself under Settings, with View ticked and Edit and Delete unchecked on every module.
They should not, provided the financial or payments module has Edit and Delete switched off. Because the docs do not detail this module's behaviour, confirm in your live account that granting only View on the financial module actually blocks refunds and edits before relying on it.
No, as long as you leave the Users module off in their Permission Level. The Users toggle is what allows managing, inviting, and deleting users, so a read-only person must not have it.
After you click Send Invitation, Britebiz emails them a link to join your account. Never share your own login or set a password on their behalf. Watch the User Status column and resend the invite if it does not arrive.
Go to Settings, then Account Settings, then Users, open the person's profile, and click Delete, then confirm. Deletion is permanent and immediate. For a temporary adviser you may prefer to keep them on the restricted level or downgrade them rather than delete.
Britebiz's docs show some label drift (for example User Management versus Account Settings versus Users). Follow the closest match in your account: the path is Settings, then User Management or Account Settings, then the Permission Levels and Users tabs.
Related guides
Steps last checked against Britebiz on 2026-06-15.
Based on official Britebiz documentation: BriteBiz Help Centre - Adding Your Team and Creating Permission Levels, BriteBiz Help Centre - Add Your Users!, BriteBiz Help Centre - How Do I Delete a User?, BriteBiz official site - Features. Britebiz is a trademark of its respective owner; this guide is independent and for instruction only.
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