Understanding Team Member Permissions

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
Manage billing information, download and view subscription invoices
View Dashboard
Generate Reports
Download Reports
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
Create estimates
Delete estimates
Archive estimates
Download & Export estimates
Track Entries
Add Time, Expenses & Mileage
Delete Track Entries
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


Was this article helpful?
0 out of 0 found this helpful