Custom roles - access to payments

Thanks to custom roles, you can precisely control user privileges, tailoring them to individual needs and ensuring the security of your account. One of the options you can grant access to is payments. In this entry, you will learn how to create a role with such privilege and what actions a user will be able to perform within this privilege

Custom roles - access to payments

To grant access to payments within the privileges:

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

6. Confirm the creation of the new role by clicking Save at the bottom of the page and assign the role to the selected email address.

A person with access to the Payments tab will be able to view payments, manually create, edit, and delete them. This person can also link payments to invoices, even if they don't have access to invoices. To enable the user to also import payments from the bank, you must assign them access to imports.

• Custom roles - access to warehouse documents
• Custom roles - access to users
• Custom roles - access to account settings
• Custom roles - access to departments/companies within the account
• 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