Custom roles - access to recurring invoices

Created: 2014-06-18
Last updated: 2024-02-29

Post view count: 3499

Within the system, you have the ability to assign specific roles to users who have access to the account. The program allows you to create custom roles that give you control over the options available to a given user. In this article, you will learn how to create a custom role to grant access to recurring invoices and what possibilities this privilege provides.

Custom roles - access to recurring invoices

To grant access to recurring invoices 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, 


 

3. Complete the column Role Name, 
4. in the Privileges section, check the checkboxes next to the options the user should have access to,
5. to grant access to recurring invoices, check the checkbox next to the option Recurring Invoices.
 

 

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.

The person with access to the recurring invoices tab will be able to view existing invoice cycles, create new cycles, edit, and delete them. It is important that the same user has access to the Income tab. Access to the above functions does not imply the ability to perform any activities regarding issued recurring invoices unless additional privileges regarding invoices are granted.


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