Add Users and Assign Roles.
How to invite team members to your InvoiceScript installation and assign roles that control their access.
Jun 3, 2026
Add Users and Assign Roles
For: business owners who share invoicing duties with team members. What you need: owner access.
1. Go to user management
Navigate to Settings > Users.
2. Invite a user
Click Invite member. Enter their email address and role. InvoiceScript sends an invitation email with a link to set their password.
3. Choose the right role
| Role | Can do | Cannot do |
|---|---|---|
| Owner | Everything. Full access to all documents, settings, users, and financial data. | Nothing restricted. |
| Admin | Manage documents, customers, items, settings, and users. View financial KPIs. | Transfer ownership. |
| Employee | Create and manage invoices, customers, and items. | View aggregate financial data (dashboard KPIs, receivables). Access settings or user management. |
| Accountant | View all documents, payment history, and financial KPIs. Export data (CSV, XML). | Create or modify invoices. Access settings, user management, or audit log. |
Each installation has one owner. Ownership can be transferred from Settings > Users.
4. Managing existing users
From the users list, you can:
- Edit a user's name or role
- Deactivate a user (removes access without deleting their record)
- Delete a user
All user management actions are recorded in the audit log.
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