Users and roles

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:

• Create drafts of invoices. 
• View their own invoices. 
• Change and view the customer index. 
• Change and view products and services.