Understanding Team Member Permissions

October 11, 2023 13:49

Last Updated August 13, 2025 13:25

In this article, we will explain more in-depth the team member permissions for each role in invoicely

Description	Owner	Admin	Staff	Read-only
Account information: View and edit account details, address & company details, delete invoicely account	✅	❌	❌	❌
Subscription page: Manage invoicely subscription	✅	❌	❌	❌
Billing: Manage billing information, download and view subscription invoices	✅	❌	❌	❌
View Dashboard	✅	✅	✅	✅
Reports
Generate Reports	✅	✅	✅	✅
Download Reports	✅	✅	✅	✅
Invoices
Create invoices	✅	✅	✅	❌
Download invoices	✅	✅	✅	✅
Cancel invoices	✅	✅	✅	❌
Delete invoices	✅	✅	✅	❌
Export invoices	✅	✅	✅	✅
Mark invoices as paid/unpaid	✅	✅	Only paid	❌
Recurring Profiles
Create recurring profiles	✅	✅	✅	❌
Cancel recurring profiles	✅	✅	✅	❌
Delete recurring profiles	✅	✅	❌	❌
Export recurring profiles	✅	✅	✅	✅
Bills & Recurring Bills
Create Bills & Recurring bills	✅	✅	✅	❌
Cancel Bills & Recurring bills	✅	✅	✅	❌
Delete Bills & Recurring bills	✅	✅	❌	❌
Download & Export bills & recurring bills	✅	✅	✅	✅
Estimates
Create estimates	✅	✅	✅	❌
Delete estimates	✅	✅	❌	❌
Archive estimates	✅	✅	✅	❌
Download & Export estimates	✅	✅	✅	✅
Track Entries
Add Time, Expenses & Mileage	✅	✅	✅	❌
Delete Track Entries	✅	✅	❌	❌
Clients
View all clients	✅	✅	✅	✅
Edit clients	✅	✅	✅	❌
Archive clients	✅	✅	✅	❌
Delete clients	✅	✅	❌	❌
Business Settings
Edit Business information	✅	✅	❌	❌
General Preferences	✅	✅	❌	❌
Statement Preferences	✅	✅	❌	❌
Payment Integration	✅	✅	❌	❌
Manage Team members	✅	✅	❌	❌
Taxes, Discounts and Shipping	✅	✅	❌	❌
Manage Saved Items	✅	✅	❌	❌
Business Customization	✅	✅	❌	❌
Manage Files	✅	✅	❌	❌
Manage Trash	✅	✅	❌	❌