Custom roles - access to account settings

Custom roles allow you to independently decide which privileges you want to assign to a specific user. You can create a role that will have access to account settings, similar to the system roles of Account Owner and Administrator, while excluding others that you want to restrict. In this article, we will show you how to create a new role and grant it administrator privileges in the form of access to account settings.

Custom roles - access to account settings

To grant access to account settings within the privileges:

1. Go to Settings > Users and select Roles from the panel on the left side, 

A person with access to account settings can navigate to the Settings > Account Settings menu and manage the account configuration, as well as other available settings found in the menu on the left side, under the Your Account tab.

• Custom roles - access to warehouse documents
• Custom roles - access to users
• 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