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Zoho Invoice

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1 result found

  1. Accountant login

    Require a accountant Login for posting expenses where he cannot see any other data in Zoho Invoice. He should be able to just post expenses and view them.

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    0 comments  ·  Users & Roles  ·  Admin →
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    Available  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi Naresh,

    Thank you for reaching out to us!

    Your requirement is completely possible using Zoho Invoice and “custom roles” is what you are looking for.

    All you need to do is:
    1. Create a new role with the permissions you wish to give the user (accountant).
    2. Invite the user and while doing so, you will have the option of assigning the newly created role to that user.

    You can refer this help document to know all about creating custom roles in Zoho Invoice.

    https://www.zoho.com/invoice/help/settings/users.html#adding-custom-roles

    Regards,
    Reshma.

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