How to assign a client to only one department

Created: 2021-10-05
Last updated: 2021-11-09

Post view count: 1473

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

Client restriciton

  • 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
Client restriciton 2
  • press the Save button

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