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Restrict an Employee’s Access to Their Own Estimates and Invoices

Written by Patrick Poirier

If you want an employee to be able to view only the estimates and invoices assigned to them, follow the steps below:

  1. Go to Settings > Resources.

  2. Click on the desired employee.

  3. Open the Permissions tab.

  4. Disable the View All Estimates and View All Invoices options.

Once these permissions are disabled, the employee will only be able to see the estimates and invoices to which they are assigned as a resource.

For an estimate or invoice to be visible and accessible, the employee must be assigned to it as a resource. They will only be able to view estimates and invoices that are assigned to them.

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