# User access management

You can add & configure different users with 6 types of roles based on your business requirements. Please find below the roles & their respective descriptions below.

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| ROLES                   | DESCRIPTIONS                                                                                                                                                                                      |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| E-Invoice User          | This role provides the user access to all actions for both sales & purchase documents within e-invoicing i.e Upload, Generate, View,  Download, Print, Email                                      |
| Sales E-Invoice User    | This role provides the user access to all actions for only sales documents within e-invoicing i.e Upload, Generate, View,  Download, Print, Email                                                 |
| Purchase E-Invoice User | This role provides the user access to all actions for only purchase documents within e-invoicing i.e Upload , Generate, View, Download, Print, Email                                              |
| View Only User          | This role provides access to only view & download both sales & purchase documents. With this role, the user won't be able to take any action or upload any new data in e-Invoicing.               |
| Sales View Only User    | This role provides access to only view & download only sales documents. With this role, the user won't be able to take any action or upload any new data in e-Invoicing.                          |
| Purchase View Only User | <p>This role provides access to only view & download only purchase documents. With this role, the user won't be able to take any action or upload any new data in e-Invoicing.</p><p><br><br></p> |

#### Invite new users

* Navigate to the “User access” page via “Settings” option on the left-hand panel
* Click on the button “Invite new user” to start adding a new user to your workspace.<br>

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfvx_1QYBRYRoivNL3xq68l94j2GU6YiEq_R0qegEXokTv_od5XoSAKlcnw5BRaiysRkHEHlGDV8t-Mxi_8J0Yzx1_UE33s8UsLCJp7nC-t2Mwb03LivW8raLpgiCOdyGD1ON0nboz7o2wnTcXuIingIhic?key=PCqKIH22__dEO6431-EgcQ)

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* Enter user details for adding a new user
  * Type of user
  * Name
  * Email
  * Product – Select “EInvoice”
  * Role – Select the role for which you want to give the user the access.
  * Click on “Continue” after entering the details as expected.<br>

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXfvPjwwTnwYcqZCcG2lqs3Pqs3z_IGPxoos1d8-n4dem_5oML7Y62lPybbCd94GUGX_jzGc6shmL_dUdFttk0xdoCFqAgKgYiP8MDoCBgf5MxS2w2DAxoZmquILlLiS632wXz18ysdGhzHPq31Ioa1cfU6c?key=PCqKIH22__dEO6431-EgcQ)

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXc_R6j8rM5ZZaPJMiYHrz07cdapbh2duSGfD78C1sjSAbemeYNcbAGjA0ohwfH3D-bSBSJIwOCMnp2oA162FTUfegSKND1sKAa2SdcwX237aH60Hv1sqJQnD9koZkZF79alRNtzu0zmGidqpLFIyJCKU5RS?key=PCqKIH22__dEO6431-EgcQ)

* Once you have invited the user, they will receive an email to accept the invitation on the email address that was mentioned before.
* The intended recipient can accept the invitation and start using the workspace based on the role access they have configured.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdFtCoyHp_YGTJdPJ7Gm_hGL9__2E4md61W86LvohsW2YxMwdaO8lSBaQQB34hnL07JzaY40B7LeK4LkV9f5QYdc1UgawMXEmai8hcjT1rgs0Veqs1b90UIaWdjQuUH9GsyU_wfsm38tzlsOrMvfxKGiCKB?key=PCqKIH22__dEO6431-EgcQ)<br>

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXegBbG4B3wrSY8ZjzjrbW7KdpjW4lIslpeWBjiZ4QyjUI77LVoZ6pPWLaulIx97pWTU7Q2MvH7dF3UHbg-dQcv3sDrJC8rQ6pxwfL85gPCO2Jmo11SJpDpMPXMGd8H3_A25fbsW_1gOnvkb_RK7h4lmq1WS?key=PCqKIH22__dEO6431-EgcQ)

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