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Invite users and manage their privileges
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 priv...
Thanks to custom roles, you have full control over user privileges, adjusting them to their individual needs and thus ensuring the security of data on...
Adding other users to the account, you can assign them system roles or create your own. Adding a custom role and assigning it to a selected email addr...
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...
The system allows to assign custom roles to users. A custom role provides the ability to configure access to selected options according to your prefer...
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 gen...
Creating a custom role allows you to specify which documents or privileges the selected user will have access to. During the configuration of a new ro...
InvoiceOcean offers the possibility of using additional applications, such as bank imports, accounting exports, or e-commerce integrations. Access to ...
Thanks to custom roles, you can precisely control user privileges, tailoring them to their individual needs and ensuring the security of your account....
Thanks to custom roles, you can precisely control user privileges, tailoring them to individual needs and ensuring the security of your account. One o...
The ability to create custom roles in the system allows you to decide on the privileges you want to assign to individual users. You can create a role ...
Custom roles allow you to independently decide which privileges you want to assign to a specific user. You can create a role that will have access to ...
In the system, you can assign specific roles to email addresses that have been added as users to the account. Additionally, the program allows for the...
From the Professional subscription plan onwards, you can create price lists within your account, allowing for easy customization of individual prices....
Within the system, you can assign specific roles to email addresses added as users to the account. The program also allows for the creation of custom ...
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 priv...
If you want to grant your accountant access to your documents necessary for the monthly billing cycle, select Settings > Accountant Access from the ma...
If you add a User to your account at InvoiceOcean and you don’t want that User to see the sales summary on the home page, you should activate the rele...
It often happens that users, e.g. employees of the companies that use InvoiceOcean as Users (limited access to a company account), have a need to crea...
If you add a user to an account on InvoiceOcean and you do not want this user to view the company’s expenses, you need to activate the limitation in t...
To add a User to the system, you can invite them to use InvoiceOcean (then you wait for the User’s acceptance), or you can create a User right away – ...
Custom roles for users have a predefined scope of options to which they grant access. By creating a custom role, you can decide which options and data...
If you do not want the User to have access to the prices of the goods you purchased, you should activate the limitation in the system. The limitation ...
We have added the option to change the account owner. This allows you to transfer the rights of the account owner to a newly added user on InvoiceOcea...
Video tutorial: Depending on the subscription plan in InvoiceOcean, the account owner has the ability to grant access to their account to their emplo...