Secure Your Accounting with Role Based Access Control
Add Role
Granular Role-Based Access Control
WhiteBooks enables businesses to define custom roles with precise, module-level permissions across the entire system. Each role controls what users and auditors can view, add, edit, or delete within specific modules.
Role Details
WhiteBooks records a unique role name along with a clear description at the time of creation, ensuring every role is easily identifiable.This helps administrators understand the purpose of each role without reviewing detailed permissions.It creates a well-documented and self-explanatory role structure.
Module-Level Permissions
Administrators can define View, Add, Edit, and Delete permissions for each module and sub-module individually.Administrators can define View, Add, Edit, and Delete permissions for each module and sub-module individually.This ensures roles are configured with precise access rights aligned to specific job functions.
Select All Permissions
A single toggle allows administrators to grant or revoke all permissions within a module instantly.This speeds up role creation for broader access needs while still allowing detailed customization.It balances efficiency with precise permission control.
Books Permissions
Control Every Action, Effortlessly
WhiteBooks provides a dedicated Books permission tab that allows administrators to configure access across all accounting sub-modules. Permissions can be defined at a granular level to control who can view, create, edit, or delete transactions.
Sales Permissions
Administrators can define permissions for Sales-related modules including invoices, proforma, delivery challans, estimates, and recurring transactions.This ensures only authorized users can create, modify, or delete sales records based on their role.It protects revenue-related transactions from unauthorized access or changes.
Purchase Permissions
Permissions can be configured for Purchase Orders and Purchases independently, aligning access with procurement responsibilities.This ensures only designated users can manage vendor transactions and purchase records.It prevents unauthorized procurement activities and maintains financial control.
Cash & Bank Permissions
Access can be defined for Bank Statements, Bank Reconciliation, Payments, and Receipts modules.This ensures only authorized personnel can handle banking operations and financial entries.It safeguards critical cash and bank transactions from unauthorized modifications.
GST Permissions
End-to-End GST Access Control
WhiteBooks provides a dedicated GST permission tab that enables administrators to configure access across all GST-related functions. Permissions can be defined at a granular level to control who can view, create, edit, or delete GST records and returns.
GST Return Permissions
Administrators can define permissions for GST return functions including GSTR-1, GSTR-3B, and other filings.Administrators can define permissions for GST return functions including GSTR-1, GSTR-3B, and other filings.
GST Compliance Control
All GST-related actions such as adding, editing, or deleting records are governed by role-based permissions.This restricts critical compliance changes to authorized personnel only.It ensures the integrity and accuracy of GST data across the system.
Sub-Module Permissions
Permissions are independently configurable across GST sub-modules, allowing precise access control at each stage.Permissions are independently configurable across GST sub-modules, allowing precise access control at each stage.Users can be granted view-only or full access depending on their role requirements.
e-Way/e-Inv Permissions
Authorized Access for e-Way Bill & e-Invoice
WhiteBooks provides a dedicated e-Way Bill and e-Invoice permission tab to control access to all statutory document functions, ensuring only authorized roles can generate, manage, or cancel compliance documents.
e-Invoice & IRN Permissions
Administrators can define permissions for e-Invoice generation, IRN creation, and cancellation within the role matrix.This ensures only authorized users can handle government-registered invoice actions.It prevents unauthorized IRN generation or cancellation that could impact compliance.
e-Way Bill Permissions
Permissions can be set for e-Way bill generation, extension, and cancellation based on role requirements.This ensures only designated users can manage goods movement documentation.It reduces the risk of compliance issues and penalties due to unauthorized actions.
Independent Permissions
e-Way bill and e-Invoice permissions are configured independently for precise control.This ensures access to one does not automatically grant access to the other.It enables strict governance over all statutory document operations.
Masters Permissions
Controlled Master Data Access
WhiteBooks offers a Masters permission, letting administrators control access to Items, Parties, and system configurations with view, create, edit, and delete rights—ensuring only authorized roles manage core business data.
Item Permissions
WhiteBooks allows administrators to control access to the Items master — enabling only authorized roles to view, add, edit, or delete product and service records. This ensures item creation, pricing, HSN/SAC classification, and stock valuation remain accurate and secure.
Party Permissions
WhiteBooks enables administrators to manage access to the Parties master — restricting view, add, edit, and delete rights to roles explicitly authorized for master data management. This protects customer and vendor records, ensures billing accuracy, GST compliance, and preserves audit trails.
Configuration Permissions
WhiteBooks provides administrators with precise control over system configuration records — allowing only authorized roles to view, add, edit, or delete settings. This safeguards transaction behavior, tax computation, and compliance configuration across the platform.
Downloads Permissions
Secure & Controlled Data Exports
WhiteBooks provides precise control over data download and export across all modules and reports. Administrators can assign download authority at the role level, ensuring sensitive financial, GST, and compliance data is accessed only by authorized users.
Module Download Access
Administrators can grant download permissions for each module and report category independently. This ensures users can extract only the data relevant to their functional scope, preventing access to financial records, GST information, or compliance reports outside their designated responsibilities.
Sensitive Data Access
All data export actions are governed through role-specific download permissions. Only users explicitly authorized for each data category can extract transaction histories, party data, item catalogs, GST returns, or financial reports, safeguarding the organization’s critical business and compliance information.
Download Access Control
Download permissions are managed separately from view permissions. A user may be allowed to view a report without being able to download it, enabling organizations to maintain data visibility internally while controlling external distribution of sensitive financial and compliance data.
Govt Actions Permissions
Manage All Statutory Filings & Submissions
WhiteBooks provides precise control over all government portal interactions—including GST returns, e-Invoices, e-Way bills, and TDS compliance—ensuring only designated users with assigned role authority can perform authorized statutory submissions.
GST Portal Submission
Administrators can configure permissions for GST portal actions such as GSTR filing, challan payments, and return status tracking. This ensures only authorized roles can submit statutory GST positions, preventing unauthorized or premature filings that cannot be reversed after portal acceptance.
Filing Governance
All government portal actions are governed through role-specific permissions. Filing, amendments, and cancellations are restricted to authorized roles, safeguarding the organization from compliance discrepancies, penalties, or unintended changes to government-registered financial and tax positions.
Irreversible Action Control
Irreversible actions like filed return submissions, IRN cancellations, and e-Way bill closures are limited to users with explicit authority. This prevents individuals without organizational approval from making permanent statutory commitments on behalf of the business.
Reports Permissions
Control Access to All Business Reports
WhiteBooks enforces role-based view and download access across all reports—including financial statements, GST, sales, purchase, stock, and party ledgers—ensuring sensitive data is accessible only to authorized users.
Financial Reports Access
Administrators can configure view and download permissions for financial statements—such as profit & loss accounts, balance sheets, and cash flow statements—restricting access to roles explicitly authorized for financial data and safeguarding sensitive organizational performance information.
GST & Compliance Access
View and download access for GST and statutory compliance reports—including GSTR summaries, tax liability reports, and compliance reconciliations—is restricted to authorized roles, protecting the organization’s statutory tax positions and filing history from unauthorized visibility.
Sales & Purchase Access
Permissions for sales, purchase, and operational reports—including transaction summaries, party-wise ledgers, stock valuations, and item movement reports—are granted only to roles with explicit authority, ensuring transactional and operational analytics remain secure and functionally relevant.
Role Register
Centralized Control of Access & Roles
WhiteBooks offers a centralized role register showing all roles with their name, description, and actions—giving administrators a clear overview for efficient role assignments, reviews, and audits.
Role Details
Every role is presented with its name and description in the register grid, giving administrators an at-a-glance summary of access configurations. This allows rapid identification of roles that match a user’s functional requirements without opening individual records.
Role Action Controls
Action controls for each role enable administrators to edit permissions or remove roles directly from the register. This streamlines role maintenance and updates, keeping access governance aligned with evolving organizational requirements.
Role Search
A live search function allows instant location of any role by name or description. Administrators can quickly identify the required access configuration for assignments, permission reviews, or modifications without scanning the entire list.
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WhiteBooks is a GST ready accounting platform with role based access control for secure permissions across financial and compliance data.
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