Custom roles - access to applications and add-ons

InvoiceOcean offers the possibility of using additional applications, such as bank imports, accounting exports, or e-commerce integrations. Access to these options is assigned to system roles such as Account Owner or Administrator. Within the account, you can create your own role and grant users access only to certain options. In this post, you will learn how to grant access to the Apps/Add-ons tab.

Custom roles - access to applications and add-ons

To grant access to the Apps/Add-ons tab within privileges:

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

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 "Apps/Add-ons" tab will be able to utilize bank imports and accounting exports. Additionally, within the account, they will be able to activate and configure the functionality of applications provided by InvoiceOcean, such as integration with WooCommerce for online stores.

• 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 product database
• 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