Roles & permissions

Work together, with the right permissions.

The admin handles everything, the accountant manages invoices and clients, the employee keeps track of hours, trips and appointments.

Delegate safely without losing control.

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3 fixed roles

Admin: everything. Accountant: manage invoices, quotes and clients, but delete nothing. Employee: view, and track hours, trips and calendar.

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Your own accountant

Connect your accountant. By default they can only view; you switch on what else they may do, such as creating invoices.

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Protected

The Revenue, Export and Bank pages are only for the admin and the accountant. Only the admin manages your subscription.

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Users per plan

Starter: just you. Professional: 1 extra user. Business: 3 extra. Enterprise: unlimited.

Team

Everyone does what fits their job.

Your employee tracks hours and trips, your accountant creates invoices, you keep the overview.

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Roles & permissions

Frequently asked questions

What can an accountant do?
Create and edit invoices, quotes and clients, and view Revenue, Export and Bank. Only the admin can delete and change the company settings.
What can an employee do?
View invoices, quotes and clients, and record their own hours, trips, site visits and appointments. An employee does not create invoices or quotes and has no access to Revenue, Export, Bank or the subscription.
Can I create my own roles?
No, there are three fixed roles. For a connected accountant you switch individual permissions on or off.
How do I connect my own accountant?
If your accountant works with Invoisio, they send you a connection request. You accept it and choose what they may do. You can also invite your accountant as a user, with the Accountant role.
How many users can I add?
Starter: just you. Professional: 1 extra. Business: 3 extra. Enterprise: unlimited.

Ready to expand your team?

From Professional you can invite an employee or accountant.

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