Password to access reports / Collaborator Permissions
terehinojosa
Member Posts: 4
I would love a permission setting for collaborators to only generate invoices and clients, but another way around this would be adding a password to see the reports section. This way you can manage which collaborators can access this information.
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Thank you for the suggestion, @terehinojosa!
A feature like this has been brought up a few times in the Community and we're aware of just how useful giving you more control over the permission levels of your collaborators could be. I can't make any promises, but we do hear you.
I'd love to hear a bit more about your business! What kind of business do you run? Would you be using this to allow your sales staff to create invoices? It's what's been brought up the most often. Can you think of other situations where greater control over collaborator permissions would help you in your day-to-day?