Custom roles - access to invoice templates

Creating a custom role allows you to assign privileges to the account according to the scope of duties of a particular user. In addition to basic privileges such as creating, editing, or deleting invoices, access to the client database, or payments, you can also grant administrative privileges. In this post, you will learn how to grant access to change the invoice templates.

Custom roles - access to invoice templates

To grant access to change the invoice templates within privileges: 

1. Go to Settings > Users and select Roles from the panel on the left-hand side,
 

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

3. Fill in the Role Name field,
4. In the Privileges section, check the checkboxes for the options the user should have access to,
5. To grant access to change the invoice templates, check the checkbox next to the Invoice templates option under the Administrator privileges section.
 

6. Confirm the creation of the new role by clicking Save at the bottom of the page and assign the role to the selected email address.

A person with access to invoice templates will be able to navigate to the Settings > Account settings > Invoice templates and choose a template for their documents according to their preferences, as well as to create entirely new designs. Details on how to change an invoice template are described here
Learn more how to add your own invoice template here.

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 recurring invoices
• Custom roles - access to categories
• Custom roles - access to imports
• Custom roles (user privileges) in InvoiceOcean
• Custom roles - access to account activities