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Team Permissions

Understanding roles and access control

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
PermissionOwnerAdminMember
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:

  1. Go to Team → Members
  2. Find the member you want to update
  3. Click the three dots or role dropdown
  4. Select the new role
  5. 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

Quick Actions