Custom roles - access to promotional codes

Custom user roles allow for flexible modification of access to various features within the account. A user can gain access to the tab enabling the generation of promotional codes. This enables them to view codes within the account, as well as create, edit, and delete previously generated codes. In this article, you will learn how to create a role with access to the promotional code generation feature.

Custom roles - access to promotional codes

To grant privileges for accessing promotional codes while creating a new role: 

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

A user with access to the Promotional Codes tab will be able to view existing promotional codes, create new ones, edit, and delete them. To ensure that the promotional codes functionality works properly, access to the Payments tab must also be granted.
 

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 price lists
• 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