Different admin with different client information/invoice viewed

[folderman]

Hi All,

I have a search with the forum, the most similar are the below:

Multiple levels of access

Development reference: IPT-8

Merchant Sign-Up/Multi-User Levels

Dear Team, Please I need assistance here with this project I'm trying to use Invoice Plane to achieve. Sign-up page I want different merchants to sign up to use Invoice Plane for their respective customers. They would create a login credential for themselves, enter their own company details and other settings. They would have access to only their own clients and not for the other merchants (some sort of multi-tenancy arrangement). Multi-Level Users' Access I want to have multiple users with …

Pre-sales question: Multiple companies and multiple admin/user

Hi is there a way of creating more user roles? I need a role in-between Admin and Guest e.g Manager that can create invoices, quotes etc but cannot delete them without being admin? Basically removing the delete functionality and restricting access to settings as well. This is intended to stop fraud and protect integrity of business. if not… is there a way to at least grey those buttons (delete and settings out for a particular user?) Also is there a way of moving the invoice details f…

However, my situation are as follows and see how I can configure Invoice Plane to solve:

• My company has multiple groups of salesperson and assigned sales admin, the assigned sales admin and salesperson would manage the invoice/quote for their client
• However, is there any way for the salesperson to look into the information about its client ONLY and the salesperson can have access the client information under its sales group.

Since Invoice Plane only has admin and guest role, I cannot think about a solution for that.

Thanks!

Rgds,
Kenneth

[Kovah]

I’m sorry if InvoicePlane does not fit your specific needs. Unfortunately user roles are not easy to implement and would need to rewrite major party of the application which is just not possible at the moment.

Best regards

[folderman]

Hi Kovah,

That’s fine, your team has already done a very good work.

Kenneth