Product Documentation

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About FusionInvoice - 2023

Users

Creating a New User

Types of Users

Permissions System


Creating a New User

Users can be created by going to the System menu, clicking "User Accounts", then clicking on the "New" button. There are two types of users you can create.


The user creation screen asks for some basic information about the user: Name, Email, and Password creation. You can also switch the user type if you selected the wrong one.

You can assign specific initials and a background color to each user's avatar for easier visual identification. The avatars are used extensively throughout the Notes and Task List systems.



Types of Users

FusionInvoice offers the following user types:

  • Admin - This user has all rights.
  • Standard User - these users can be assigned access to specific portions of all major modules and reports through the permissions system.
  • Client - These users do not have access to the portions of FusionInvoice that admin and standard users do. They can only login to the Client Center and can only view their own invoices, quotes, and payments.


Permissions System

FusionInvoice offers a full-featured permissions system. You can grant each standard user specific rights to view, create, and/or delete on every module and every report.


To edit a user's permissions:

  1. Go to System>User Accounts.
  2. Locate the Options dropdown of the user and choose Edit
  3. The Permissions menu is at the bottom of the user edit page

Tips:

  • To choose specific permissions, the user type must be "Standard User".
  • Privileges can be copied from an existing standard user by using the dropdown at the top-right of the permissions section of the user edit page.