Update help docs and AI knowledge base for Accountant role and new permissions
- Settings.cshtml: add Accountant to roles table with description; add Fine-Grained Permissions subsection with a full table of all 16 permissions including the new Can Manage Bills & AP and Can Manage Accounting entries - HelpKnowledgeBase.cs: add Accountant to ROLE AWARENESS section at top; add Accountant to USER MANAGEMENT roles list with auto-checked permissions note; add Fine-grained permissions paragraph documenting CanManageBills, CanManageAccounting, and Accountant role defaults Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -82,7 +82,8 @@ public static class HelpKnowledgeBase
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ROLE AWARENESS:
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- SuperAdmin: Full access to everything including Platform Management tools
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- CompanyAdmin: Full access to all company features including Settings, Users, Billing
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- Manager: Access to jobs, quotes, invoices, customers, inventory, reports — no platform tools
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- Manager: Access to jobs, quotes, invoices, customers, inventory, vendors, reports — no platform tools
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- Accountant: Financial focus — bills & AP, invoices, bank reconciliations, chart of accounts, vendors, purchase orders, reports; no jobs, settings, or user management
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- Worker: Can create/edit jobs and quotes; no settings, billing, or user management
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- Viewer: Read-only access to most data; no create/edit capabilities
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@@ -895,8 +896,9 @@ public static class HelpKnowledgeBase
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**Where:** [Company Users](/CompanyUsers) — via Settings menu → Users
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**Roles:**
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- *CompanyAdmin* — full company access including settings, users, billing
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- *Manager* — jobs, quotes, invoices, customers, inventory, reports — no settings or user management
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- *CompanyAdmin* — full company access including settings, users, billing. All permissions granted automatically.
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- *Manager* — jobs, quotes, invoices, customers, inventory, vendors, reports — no settings or user management
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- *Accountant* — financial focus: bills & AP, invoices, bank reconciliations, chart of accounts, vendors, purchase orders, and reports. No job management, settings, or user management. When selected, the system auto-checks the five relevant permissions (Invoices, Reports, Vendors, Bills & AP, Accounting).
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- *Worker* — create/edit jobs and quotes; no settings, billing, or user management
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- *Viewer* — read-only access
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@@ -906,6 +908,12 @@ public static class HelpKnowledgeBase
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3. System sends an invitation email
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4. Save
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**Fine-grained permissions:** Below the role dropdown on the Create/Edit user form, individual permission checkboxes let you grant specific capabilities beyond what the role provides. Notable permissions:
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- *Can Manage Bills & AP* — access to vendor bills, expenses, bill payments, and recurring bill detection. The Bills controller requires this permission for all write actions.
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- *Can Manage Accounting* — access to chart of accounts, bank reconciliations, and journal entries.
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- *Can View Reports* — access to all financial reports and AI analytics features (cash flow, anomaly detection, financial queries, late payment prediction).
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CompanyAdmin users always have all permissions (checkboxes are locked). Accountant role auto-checks: Can Manage Invoices, Can View Reports, Can Manage Vendors, Can Manage Bills & AP, and Can Manage Accounting.
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**Resetting a password (sending a reset link):** On the Company Users list or the user's Details page, click the envelope-arrow button (<i class="bi bi-envelope-arrow-up"></i>) next to the user. This sends the user an email with a secure password reset link — they click it and choose a new password themselves. This is the recommended way to help a user who is locked out or who fat-fingered their email at signup.
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**Deactivating a user:** Use the toggle on the user list or the edit form.
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