Users
Invite users and manage their access and permissions in GetInvoice.
Overview
GetInvoice allows you to invite team members and manage their access to your organization's invoice processing system. Control who can view, process, and manage invoices with granular permission settings.
User Types
Root User
- Full administrative access
- Cannot be modified by other users
- Can manage all permissions
- First user of the organization
Team Members
- Customizable permissions
- Can be added or removed
- Access levels can be modified
- Managed by users with billing access
Permission Levels
Permissions for users can be managed in the Settings
> Accounts
section.
See Account Management for more information on configuring permissions.
By default, new users will have access to the dashboard, but not the settings or billing.
Inviting Users
Generating Invite Links
Click the "Invite Users" button in your dashboard
A unique invitation link will be generated
Share the link with your team members
Recipients can join using their Google, Microsoft, or email and password
Security Features
- Invitation links are unique and secure
- Users must authenticate to join
- Permissions can be set after joining