Invoices
  • Entities
    • How do I create a new entity?
    • How do I edit an existing entity?
  • Invoices
    • Create the invoice for an entity
    • Edit the existing invoice
    • Filter invoices
    • Status of Invoices
    • I don't want to send Invoice from eProcessify Invoices. How can I mark invoice as sent?
    • How do I download an Invoice PDF?
    • Printing Invoices
      • How do I print an Invoice?
      • I want to print the transportation copy and the customer copy separately. How can I do that?
    • Set the due date of Invoice
    • Add bank details on the Invoice
    • Hide or show payment terms on the Invoice
    • Add E-Signature to the Invoice
    • Export invoices to an Excel sheet
    • Proforma Invoice
      • How do I send a Proforma Invoice?
      • Convert a Proforma Invoice to a Tax Invoice
      • View all Proforma Invoices
    • Invoice Numbering
      • Set Invoice Number format and Invoice Prefix
      • Set the Invoice number manually
      • I am starting in the middle of FY. How can I set my numbering?
    • Cancel Invoice
  • Payments
    • How do I add payment to an invoice?
    • How do I send a payment receipt to the customer?
    • Edit or Delete the payment
    • View all payments
    • Export payments to an excel sheet
  • Clients
    • How do I add a new client?
    • How do I edit an existing client?
    • Custom Fields
      • How do I create a custom field?
      • How do I edit an existing custom field?
      • How do I set custom field values while adding a new client?
      • How do I upload a document in a custom field with the type Image/Document?
    • Contacts
      • Create a contact and assign it to an existing client
      • Edit a contact
      • Unassign a contact from the client
      • Assign a contact to the client
  • Team Members
    • Invite team members
    • Access Roles
  • Invoice Items
    • How do I create or add an Invoice item?
    • Edit an Invoice item
    • Delete Invoice item
  • Tax Presets
    • Add Tax Preset
    • Default Tax Preference
  • Reminders
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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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Last updated 12 months ago

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