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.

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, Cancel, Request for rejection, 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, Cancel, 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, Cancel, Self-billing, Request for rejection, 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	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.

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.

• 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.

• 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.