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Permissions

FusionInvoice offers a full-featured permissions system. You can grant each standard user specific rights to view, create, and/or delete on every module and every report.

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To edit a user's permissions:

  • Go to System>User Accounts.
  • Locate the Options dropdown of the user and choose Edit
  • The Permissions menu is at the bottom of the user edit page

Tips:

  • To choose specific permissions, the user type must be "Standard User".
  • Privileges can be copied from an existing standard user by using the dropdown at the top-right of the permissions section of the user edit page.
Email Signatures

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Each user can upload their own email signatures. Press New to create a new email signature. You can also choose to have it be your default signature. Enter the Name of the signature- this will help differentiate between multiple signatures. 

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Title Bar Shortcuts

You are able to add shortcuts to your Title Bar by hitting Add Title Bar Shortcut. 

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Enter the URL, the tooltip (short description that will appear when hovering over the shortcut icon), and select an icon for the shortcut. Press Add when complete. 

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