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User Accounts

Creating a New User

Users can be created by going to the System menu, clicking "User Accounts", then clicking on the "New" button. There are two options:

  • Admin- this user has all rights
  • Standard User- these users can be assigned access to specific portions of all major modules and reports through the permissions system

There is a third user type as well. 

  • Client - These users do not have access to the portions of FusionInvoice that admin and standard users do. They can only login to the Client Center and can only view their own invoices, quotes, and payments
Admin 

admin form.png

Enter the user's details such as name and email. 

Enter the user's initials and choose a background color for those initials. This will identify the user in notes and timelines. 

Create a password for the user to log into FusionInvoice. 

Select the user role from the drop down and if they are an active user. 

There is also an option to enable two-factor authentication. This will send a log in link to their email. 

Press Save. 

Standard User 

admin form.png

Enter the user's details such as name and email. 

Enter the user's initials and choose a background color for those initials. This will identify the user in notes and timelines. 

Create a password for the user to log into FusionInvoice. 

Select the user role from the drop down and if they are an active user. 

There is also an option to enable two-factor authentication. This will send a log in link to their email. 

You will notice the Permissions System Below. 

Permissions System 

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.

permissions 1.png

permissions 2.png

permissions 3.png

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.

 

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