Team members and roles

Invite people to help run your business. Each person gets a role that decides what they can see and do. Only the company owner can manage the team.

Invite someone

1. Web: Sidebar → Users → Invite new user. App: Menu → All modules → Setup → Users, then tap the invite icon.
2. Enter their Email and choose a Role. If they're new to InvoiceQuick, add their first and last name.
3. Click Invite (app: Send invite).

They get an email, "You've been invited to join {your company} as {role}", and click Accept invitation. The link works for 14 days. To send a fresh one, use Re-send invite.

You can have up to 10 people, including pending invitations. Inviting people isn't part of the free trial. During the trial, subscribe first.

Roles

Team members open on the Invoices page.

Change, suspend or remove

On the Users page, use the row menu: Change role, Suspend or Remove user. A suspended person can't open your company until you unsuspend them. If you remove someone, their name stays on what they created. If they later delete their own InvoiceQuick account, the CRM deals assigned to them and their CRM notes are deleted. So reassign their deals before you remove them. Their notes can't be kept. You can't change your own role, and the only owner can't be suspended.

FAQ

My manager can't download an invoice PDF. Select the invoice in the list and use Download PDF's.

Can I limit which invoices a team member sees? No. Everyone with access to invoices sees all your company's invoices.

Can I transfer my company to someone else? Email support@invoicequick.com. The Company owner role gives full rights, but it doesn't transfer the company.

I was invited and InvoiceQuick opened another company. Click the company name in the top bar (app: Menu → Profile → your company) and pick your own company.

The invitation link says "Invitation expired." Ask the owner to click Re-send invite.