If you want to add a colleague, accountant, or accountant firm to have access to your account, you can do so in Settings under the Team tab. Fill in e-mail addresses and user names. New users are notified by e-mail and they can then choose their own password.
Administrator
Has access to all functions available in Billogram.
Support
Has the same access as an administrator except for:
- Can't view or change addons.
- Can't view or change settings.
- Kan ej se rapporter, statistik eller ändra bokföringsinställningar.
- Can't view reports or statistics
- Can't change accounting settings
Assistant
Has, with the exceptions stated below, the same permission as an administrator.
- Cannot send invoices but can create drafts.
- Cannot view or change additional services.
- Cannot view or change company information.
Sales representative
Has limited permission and can only:
Has limited permission and can only:
- Create drafts of invoices.
- View their own invoices.
- Change and view the customer index.
- Change and view products and services.
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