Custom roles - access to recurring invoices

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.


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 clients
• Custom roles - access to webhooks
• 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