Team and projects
Who can see invoices, and how do I give someone access?
Invoices, receipts and credit notes are visible only to owners, admins and roles with Finance access. Here is how to add someone.
Step-by-step instructions
- 1Open Roles from the sidebar (under Users & Roles).
- 2Find the role and tap its Edit Role Permissions icon, or tap Create role to make a new one.
- 3Switch on Finance for that role, then tap Save Changes.
- 4Open Team, then edit the person and check that their Access role is the one you changed.
Good to know
- Owners and admins always see invoices, receipts and credit notes. Other roles see them only with Finance access.
- Anyone who can open a quote can still raise and share proformas, even without Finance access.
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