Team Members

In eProcessify, there are typically different roles assigned to team members, including the owner, editor, and viewer. These roles determine the level of access and permissions each team member has within eProcessify. Let's explore the definitions of these roles:

  1. Team Owner: The team owner is the person who has full control and ownership of the eProcessify account. They have the highest level of access and can manage all aspects of the software, including adding or removing team members, editing invoices, and accessing billing information.

  2. Editor: Editors are team members who can make changes to invoices and other related documents within the software. They can create, edit, and delete invoices, as well as perform other tasks related to invoice management. Editors have more permissions than viewers but fewer permissions than the team owner.

  3. Viewer: Viewers are team members who have limited access to eProcessify. They can view invoices and related documents but cannot make changes or perform any editing actions. Viewers can only view and interact with the invoices and associated information.

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