Custom roles - access to warehouse documents

Within the system, you can assign specific roles to email addresses added as users to the account. The program also allows for the creation of custom roles, where you decide which options within the account a user has access to. In this article, you will learn how to grant access to warehouse documents by creating a custom role.

Custom roles - access to warehouse documents

To grant access to warehouse documents within the privileges:

Within the role, where the warehouse documents privilege is active, the user will have:

• Access to view the list of documents,
• Ability to create and edit them.

Note! If a person creating income and expense documents on the account does not have access to warehouse documents, but the automatic issuance of acceptance and release of documents is enabled on the account, these documents will be issued by the system.

• Custom roles - access to users
• Custom roles - access to account settings
• Custom roles - access to departments/companies within the account
• Custom roles - access to payments
• Custom roles - access to product database
• Custom roles - access to applications and add-ons
• Custom roles - access to documents and document management
• Custom roles - access to price lists
• Custom roles - access to the promotional codes tab
• Custom roles - access to warehouses
• Custom roles - access to clients
• Custom roles - access to webhooks
• Custom roles - access to recurring invoices
• Custom roles - access to categories
• Custom roles - access to imports
• Custom roles (user privileges) in InvoiceOcean
• Custom roles - access to account activities
• Custom roles - access invoice templates