How to create department and add access to the new users?

Created: 2017-04-07
Last updated: 2024-02-15

Post view count: 3181

After adding a new department (Settings > Company / deparment > Add new department) there is an option to provide access to this brand new department to your employees/colleagues. To do so, owner of the account has to generate a unique new user (Settings > User > Add/invite user). This precedure is similar to How to add access to InvoiceOcean for your accountant? option. Afterwards, the Account owner has to generate login and password for the new user and in next step assign its role in the InvoiceOcean system.

This new user may have access to all or just a few departments.

Why this feature could be useful?

You may generate summary reports for groups of departments in your company or just for single one;
Your employees access could have narrowed to different departments in the same company;
Having many departments, InvoiceOcean allows you to set up unique kind of numbering for each one of them;
Probably you have many bank accounts or sell products in many currencies. You could add as many departments as you want with the same data, except the Bank account number, currency and the Short name. Use the Short name for easy switch between departments while performing an invoice.

Also, in this option, all Clients and Products data are common for all users.
What is important, invoice numbering must not repeat at all - it has to be different for each department.

For extra restrictions for newly added users go to Settings > Account settings > Configuration

Remember!
Having the 'Account owner' role, you are always superior to the rest of users on the account.

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How to create department and add access to the new users?

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