Advice and answers from the Docketwise Team

Restrict Invoice Access

Prevent staff on your account from viewing or editing invoices

Follow these steps to prevent users on your account from viewing or editing invoices:

  1. In the left sidebar, click the ⚙️ icon to navigate to your firm's Settings
  2. From Settings, click "User Access"
  3. Click the pencil icon next to the user whose access you would like to restrict
  4. Check the box that says "Prevent this user from seeing or editing invoices"



Updated: about 1 month

More questions about this topic? Email us at team@docketwise.com