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How to give an employee access to these quotes and invoices only

Stella Marques avatar
Written by Stella Marques
Updated over a year ago

How to give an employee access to these quotes and invoices only:

  1. Go to your Settings under Users

  2. Click on the employee

  3. Click on Permissions tab

  4. Disable the View all submissions and View all invoices buttons

Now, your employee should only see the quotes and invoices that they will be assigned to. Be sure to tell them to put their name in the Resources area of the quotes and invoices so they can see them.

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