Invite users and manage their privileges
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...