Advice and answers from the Docketwise Team
Restrict Invoice Access
Prevent staff on your account from viewing or editing invoices
- In the left sidebar, click the ⚙️ icon to navigate to your firm's Settings
- From Settings, click "User Access"
- Click the pencil icon next to the user whose access you would like to restrict
- Check the box that says "Prevent this user from seeing or editing invoices"
Updated: about 1 month
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