Custom roles - access to clients

The ability to configure system options allows you to tailor your account to your needs and the profile of your business. You can share access to your account with other users by assigning them predefined system roles. By using the option to create new roles in the system, you gain control over which data the user can access. In this article, we describe how to assign access to the client database and what privileges it includes.

Custom roles - access to clients

To grant access to clients within privileges:

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

2. In the next step, use the Add new role button, 

A user with access to the Clients tab will be able to view the list of clients, manually create them, edit, and delete them.

Note: A user who does not have the "Clients" privilege will still be able to select a client from the client database when creating an invoice. Data entered for a non-existing client on an invoice by such a user will be saved on the account.
 

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 the promotional codes tab
• Custom roles - access to warehouses
• 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