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How to Manage Team Members

Learn how to manage your team members

Invoicer avatar
Written by Invoicer
Updated over 3 weeks ago

Invoicer now supports adding team members to your account.


Team members can be added to Pro and Advanced accounts. Basic accounts are limited to one member, including the account owner.

Team member limits

Basic plan: one team member (including the account owner)

Pro plan: two team members (including the account owner)

Advanced plan: three team members (including the account owner)

We will be adding the ability to purchase seats for additional team members in a future update.


How to access the Team page

To access the team page, select Team in the menu:

Select Team in the menu

The Team page is where you can manage your team members and roles:

Invoicer.ai Team page

How to add team members

To add team members, follow the steps below:

  1. Select Invite member:

  2. Enter the team member name and email and select Invite:

    Invite team member form

  3. An email is sent to the new team member email address and an email is sent to your email to let you know a new team member was invited.

  4. The invited team member is added to the Members list. You can see the role, creation date, and when they were registered:

    Invoicer.ai team member list

  5. New members are added with the Editor role which gives them permission to create and edit documents. To change the role, select the Actions drop down menu and Edit, or click the user row:

    Select Actions > Edit

  6. This brings you to the Edit user page where you can edit the user name, user role, and re-invite them:

    Invoicer.ai edit user page

  7. To change the user role, select a role under the User Role section:

    Change user role

User Roles

Invoicer supports multiple user roles.

There are three default roles: Admin, Editor, and VIewer.

You can add custom roles and adjust the permissions for all roles under the Manage Roles section.

How to Manage Roles

  1. To manage user roles, select the Manage Roles button on the Team page:

    Manage roles

  2. This brings you to the manage roles page where you can edit existing roles and create new roles:

    (Note, the Owner role cannot be edited or deleted)

    Invoicer.ai manage roles page

  3. To edit a role select the role or choose Actions > Edit:

  4. This brings you to the edit role page where you can edit the role permissions. Select a permission to enable/disable permissions for it. Here are the Invoices permission options, for example:

    Invoices role permissions

Once permissions are edited, the changes are applied in real-time.

How to Create New Roles

  1. To create new roles, select the Create Role button on the manage roles page:

    Create role

  2. This opens the Create new role page where you can name the role and select the permissions:

    Create new role

FAQ

Can I add new team members to a Basic plan?

No, the Basic plan is limited to one team member, including the account owner. To add more team members to your account you need to upgrade to a Pro or Advanced account.

Can I send documents from a team member email?

Not yet. The only email you can send documents from is your account email. We will be adding support to select a team member email for sending in a future update.

Can I delete a team member?

Team members can be disabled. Once disabled, a team member does not count towards your team member limits.

You can re-enable a disabled team member to make them active again.



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