Staff

Please find below the detailed steps of creating a Staff in your Invoicera Account.

Step 1: Login to your Invoicera Account.



Step 2: Go to “People”>> “Staff”



Step 3: click on create staff.



Step 4: Enter the required details like Staff Name,Email,Hourly Billing Rate, Username, Password and Confirm Password.

Step 5: Allocate a client.

Look for the "Assign Clients" or "Allocate Client" option in the staff creation form.
Select the client(s) you want to assign to the staff member from the dropdown list or client directory.

Staff Permissions:

In Invoicera, staff permissions are designed to allow administrators to control what actions staff members can perform and what data they can access. These permissions help streamline workflows, ensure data security, and align staff roles with business requirements.



1.Staff As an admin selected: -If you select "staff as admin" option than the staff would have the same permission as admin. After which, checking/Unchecking any other
check box will not make any difference.



2.Read Only: - If you select the "Read Only" checkbox than staff will only be able to read/view his own as well as,admin and other staff member's record.



3.As Selected (Admin permission): -By choosing this option you can select permissions from the record below (made by admin only).



4.All permissions on staff's own records: -

Checked: If you selected "All Permissions on staff own records" while other checkbox are unchecked,it will allow your staff(s) to Add/Edit/Delete/View his own records only.
selecting any other below checkbox after that, however, will not make any difference.

Unchecked: If you un check "All permission on staff's own record" then the permission is given to the staff as per the selected check boxes.



5.As Selected (Own Permission):-By choosing this option you can select permissions from the records below(made by the staff himself)

Updated on: 08/01/2025