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 eversign account |
✅ | ❌ | ❌ | ❌ |
Subscription page: Manage eversign 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 | ✅ | ✅ | ❌ | ❌ |