thread Re: Hiding all company invoices from Team Members in Staff & Payroll

Hiding all company invoices from Team Members

MF2024 — Sun, 21 Sep 2025 06:21:17 GMT

Is there a way to give invoice access to team members (create, edit, view, and deleting their own) while limiting their access to ALL invoices within the company?

I want to add a team member, but don't want them to have access to the invoices I have created or will create in the future.

Re: Hiding all company invoices from Team Members

alexandriak — Sun, 28 Apr 2024 16:24:02 GMT

There is!

You'll want to go to team, permissions, and then either edit or create a new permission set that has everything you want selected!

Re: Hiding all company invoices from Team Members

MF2024 — Tue, 30 Apr 2024 15:49:56 GMT

Thank you, I had done that. I do not see an option to give access to invoices without them being able to see ALL company invoices.

Re: Hiding all company invoices from Team Members

alexandriak — Wed, 01 May 2024 01:49:55 GMT

I know you can limit them to seeing transactions only they handled, but I don't believe it would apply to invoices.

Re: Hiding all company invoices from Team Members

RobynR — Wed, 01 May 2024 17:31:23 GMT

Hey @MF2024,

That's a great question. You are not able to limit employee access to all invoices at this time.

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