Custom roles - access to price lists

From the Professional subscription plan onwards, you can create price lists within your account, allowing for easy customization of individual prices. By adding a custom role in the system, you can grant users access to preview, create, edit, or delete price lists. Price lists enable setting separate prices for specific clients or client groups. In this guide, you will learn how to grant access to the Price Lists feature within your account.

Custom roles - access to price lists

To grant access to price lists within 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 chosen email address.

A person with access to the "Price lists" tab will be able to create new price lists, edit, and delete those already created

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 product database
• Custom roles - access to applications and add-ons
• Custom roles - access to documents and document management
• 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