A little bit of control can go a long way…especially when it comes to permissions for your Invoice Ninja account. If you’re more than a one-person show, if you have a sales team, project collaborators, company auditors, bookkeeping staff, business partners or anyone else who may need to access your invoicing activity, with Invoice Ninja’s Enterprise plan, you can give them the access they need – without giving up control.
The Enterprise version of Invoice Ninja allows you to give varying levels of permission to up to 20 users of your account. Users can create, view or edit invoices and quotes, but you maintain total control with four different levels of user permission at your fingertips. Let’s explore them now:
Administrator: Top-level ninja invoicing capabilities with total control (that would be you!)
Create clients/invoices: Medium-level ninja, can create new clients/invoices/quotes
View all clients/invoices: ‘Look, don’t touch’ users can view all clients, invoices and other entries, but cannot edit or take any other action
Edit all clients/invoices: Editor-level ninja, can modify and make changes to clients, invoices and other entries
So, how do you assign users and permissions to your account? Go to Advanced Settings > User Management. You’ll see a current list of all users and their permission level. To add a new user, click the blue Add User + button. On the Create User page, enter their Name and Email address, and then select the permission level. Click Send Invitation to invite them to become a user of your account. When they accept, they’ll be automatically added with the permission level that you selected.
For Invoice Ninja Enterprise plan subscribers, you have the choice to add up to 20 users, but the control always remains in your hands. After all, it’s nobody’s business but yours.