Custom roles - access to departments created within the account

The ability to create custom roles in the system allows you to decide on the privileges you want to assign to individual users. You can create a role that will have access to selected system options, including those within departments created within your account. Below, we present how to create a new role and grant it administrator privileges, allowing the user to create, edit, and delete departments within the account.

Custom roles - access to departments/companies within the account

To grant access to departments/companies within the privileges:

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

A person with access to departments will have the ability to navigate to the Settings > Company/department menu and view the information contained there. They will be able to add new departments and companies, as well as edit and delete them

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