Three Permission Levels
Owner, Admin, and Member roles with different capabilities
Invoisor uses role-based access control to protect your data and ensure team members have appropriate permissions.
Owner Permissions
👑 Full control over the workspace
✓ Complete Access
- Create, edit, and delete invoices
- Create, edit, and delete quotes
- Add, edit, and remove clients
- Record and manage payments
✓ Team Management
- Invite and remove team members
- Change member roles (promote/demote)
- Delete the entire team
- Access all team settings
✓ Settings & Configuration
- Change invoice/quote numbering
- Update banking details
- Modify default terms and notes
Note: There is only one Owner per team. Ownership cannot be transferred.
Admin Permissions
🛡️ Management and operational access
✓ Can Do
- Create, edit, and delete invoices
- Create, edit, and delete quotes
- Add, edit, and remove clients
- Record and manage payments
- Invite new team members
- Remove team members
- Change member roles
- View team settings
- Access audit logs
- Use team chat
✗ Cannot Do
- Delete the team
- Remove the Owner
- Change their own role
Member Permissions
👤 Standard operational access
✓ Can Do
- Create and edit invoices
- Create and edit quotes
- Add and edit clients
- Record payments
- Download PDFs
- Use team chat
✗ Cannot Do
- Delete invoices or quotes
- Remove clients
- Invite or remove team members
- Access team settings
- View audit logs
- Change invoice/quote numbering
Permission Comparison Table
| Permission | Owner | Admin | Member |
|---|---|---|---|
| Create invoices/quotes | ✓ | ✓ | ✓ |
| Edit invoices/quotes | ✓ | ✓ | ✓ |
| Delete invoices/quotes | ✓ | ✓ | ✗ |
| Manage clients | ✓ | ✓ | ✓ |
| Record payments | ✓ | ✓ | ✓ |
| Invite members | ✓ | ✓ | ✗ |
| Remove members | ✓ | ✓ | ✗ |
| View audit logs | ✓ | ✓ | ✗ |
| Change settings | ✓ | ✗ | ✗ |
| Delete team | ✓ | ✗ | ✗ |
Changing Roles
Owners and Admins can change member roles:
- Go to Team → Members
- Find the member you want to update
- Click the three dots or role dropdown
- Select the new role
- Confirm the change
Important: Role changes take effect immediately.
Best Practices
✓ Principle of Least Privilege
Give team members the minimum permissions they need to do their job
✓ Regular Permission Audits
Review team member roles quarterly and adjust as needed
✓ Promote Based on Need
Start everyone as Member, promote to Admin only when management duties are required