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Granting Invoice and Payment Method Access

  • Updated

Location: Organisations --> Organisation --> Users --> Add User

Granting Invoice and Payment Method Access access to a user in a system is a common administrative task that involves providing an individual with the necessary permissions to manage billing-related functions. This process is crucial in scenarios where multiple users collaborate on a project, and each user may have different responsibilities, including overseeing financial aspects such as billing and invoicing. The following steps outline how to give someone billing access in a typical system.

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  1. Login to your account at
  2. On the left hand menu click Organisations
  3. Click Members on the Organisation you would like to grant access
  4. Click Add User
  5. Enter the user's email address
  6. Under Role select Finance Manager
  7. The User will be emailed an invite where they can set a Password.