Custom roles - access to the product database

Thanks to custom roles, you can precisely control user privileges, tailoring them to their individual needs and ensuring the security of your account. One of the functions you can grant access to is the product database. In this article, we will show you how to create a role with such privileges and what actions a user will be able to perform within account access.

Custom roles - access to products

To grant access to the product database within privileges:

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

3. Fill in the Role Name field,
4. in the Privileges section, check the checkboxes next to the options that the user should have access to.
5. To grant access to the product database, check the checkbox next to the Products option, 

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 Products tab will be able to view the list of products, manually create, edit, and delete them, as well as export the list of products.

Note: A user who does not have the Products privilege will be able to trigger products from the product database on an invoice. Data for a non-existing product in the database entered on the invoice by this person will be saved to the account if the setting for creating products on invoices is selected in the account settings.
 

Also check: 

• 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 payments
• 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