How to assign a client to only one department

In InvoiceOcean, it is possible to assign a client to only one department in order to narrow down the list of clients that can only be accessed by individual account users.

To do this:

• go to Settings> Account Settings> Configuration> Users and privileges
• select the Client restriction checkbox
• press the Save button

• go to the Clients tab
• select the appropriate client and use the button with a gear wheel symbol and press the Edit button
• under Client data access, select the appropriate department in which the client is to be displayed

• press the Save button