Section permissions
Let a person reach only invoices, only expenses, or only statistics and exports.
Step by step
- Open “People” and choose “Invite a person”, or open a member’s actions and choose “Sections…”.
- Tick “Only some sections”.
- Choose “Invoices”, “Expenses” or “Statistics and exports”, or several of them. At least one stays chosen.
- Choose “Send the invitation” or “Save”. The member’s row then shows the sections they reach.
- To lift the limit, untick “Only some sections” in “Sections…” and choose “Save”.
Good to know
Contacts stay visible and the settings read-only. What lies outside their sections is not in their menu, and its page tells them it is not in their access.
The Write and read and Read only roles can be limited. The invitation says in advance which sections the access covers.