GetInvoiceSettings
Account Management
Manage user accounts, access levels, and organization settings.
Account Types
There are two types of accounts in GetInvoice:
Users
- Can login into the app
- Can have different permission levels
- Can be invited to join your organization
Sources
- Only used for invoice extraction
- Can be activated/deactivated
- Can be hidden from dashboard
Source Types
Social Accounts
- Google and Microsoft accounts
- Can be used both as Users and Sources
- Provides both login and invoice extraction capabilities
Credential Accounts
- Email and password combination
- Used only for logging into the platform
- Cannot be used for invoice extraction
IMAP Accounts
- Used exclusively for invoice extraction
- Cannot be used for login
- Ideal for email providers without OAuth support
User Permissions
User accounts have configurable permissions that can be managed by clicking on the account:
- Dashboard Access: Active by default
- Billing / Settings Access: Not active by default
Users with settings access cannot modify their own permissions or the root user's permissions.
Source Management
Source accounts have limited configuration options:
- Extraction Status: Activate or deactivate invoice extraction
- Dashboard Visibility: Option to hide account from the dashboard (does not affect extraction)
Adding New Accounts
- New Sources: Click the
+ Add Sourcebutton in theSourcestab to add a new source account - New Users: Click the
Invite Usersbutton to send invitations to new users.
Removing Accounts
- Remove Users: Click the 🗑️ icon next to the user account to remove it
- Remove Sources: IMAP accounts can be removed by clicking the 🗑️ icon next to the source account. To remove social accounts from sources, you have to remove it from the user account.