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Ability to grant permission for Invoicing and Estimates Only

LeveragedITLeveragedIT Member Posts: 3

I own an IT firm and we are currently using Wave and it has met our needs for the most part.

We are growing quickly, and we have run into a problem... I need to be able to allow our sales people and installers to make estimates and invoices. However, I do not want them having access to all of my business financial data. It is something that they do not need. I have tried to share the data with other, and it shares everything giving me no control over what is shared with whom.

This is really something that we need.

in Wave Features

Comments

  • AlexiaAlexia Member Posts: 3,314 ✭✭✭✭

    Hi, @LeveragedIT,

    You aren't the first person to offer this piece of feedback, and I completely understand how useful, if not necessary, a feature like this could be a business if it's grown to have a Sales team.

    I'll pass your feedback to our product team. I can't guarantee a timeline or promise this feature will be added to Wave, but know that your feedback does have a real impact on what we choose to build next. Thank you for taking the time to share yours.

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