How do I add team members to my account?

Step 1: Accessing Team Management

  1. Log in to your InvoiceOwl account on the web app.
  2. Click on the "Settings" option in the menu.
  3. From the Settings menu, select "Team."

  1. In the Team section, you will find four system-defined roles. These roles come with default permissions. You can either use these roles or create your own custom ones.
  2. To add a custom role, click on the "Add Role" button.
  3. Give the role a name and set the specific permissions you want for this role. This will allow you to tailor access levels according to your team's needs.

  1. To add a new team member, click on the "Add Team Member" button.
  2. Enter the email address of the team member you want to invite.
  3. Select a role for this team member from the list of available roles. This will determine their access and permissions.
  4. Click "Send Invitation."

Step 4: Managing Team Members

  1. You can edit or delete team members by going to the "Team" section and selecting the member you wish to modify.
  2. To edit a team member's role, permissions, or other details, simply click on their name and make the necessary changes.
  3. To delete a team member, select the member and click the "Delete" option.

Step 5: Team Member Access

  1. Once a team member accepts the invitation, they will be able to use InvoiceOwl on both the mobile app (make sure to use the latest version) and the web app.

By following these steps, you can easily manage your team within InvoiceOwl. Customizing roles and permissions ensures that each team member has the right level of access, and adding or removing team members can be done seamlessly. This feature will help you streamline your invoicing process and improve collaboration within your team.

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