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Is there a way to give invoice access to team members (create, edit, view, and deleting their own) while limiting their access to ALL invoices within the company?
I want to add a team member, but don't want them to have access to the invoices I have created or will create in the future.
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4 REPLIES 4
There is!
You'll want to go to team, permissions, and then either edit or create a new permission set that has everything you want selected!
My Girlfriend's Wardrobe est. 2012
Preston & jayne est. 2023
Downtown York Pa
Square user since 2012
Preston & jayne est. 2023
Downtown York Pa
Square user since 2012
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Thank you, I had done that. I do not see an option to give access to invoices without them being able to see ALL company invoices.
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I know you can limit them to seeing transactions only they handled, but I don't believe it would apply to invoices.
My Girlfriend's Wardrobe est. 2012
Preston & jayne est. 2023
Downtown York Pa
Square user since 2012
Preston & jayne est. 2023
Downtown York Pa
Square user since 2012
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