Collaborate with Your Team on ItsInvoice.

Running a business isn’t a one-person job. Your team is the backbone of your company, and that’s why It’s Invoice lets you collaborate seamlessly while keeping sensitive data secure.

Grant Access Without Oversharing

Not every employee needs access to everything. Your marketer doesn’t need to see company revenue, and your accountant doesn’t need to manage client proposals. With role-based permissions, you can decide exactly what each team member can access.

How to Add Team Members in It’s Invoice

1️⃣ Go to Dashboard → Navigate to Settings
2️⃣ Click on Permissions
3️⃣ Enter the Team Member’s Email
4️⃣ Generate a custom password and click Done
5️⃣ Use the drop-down menu to grant or restrict access to specific features
6️⃣ Click Send – Your teammate will get their own custom dashboard with only the assigned permissions

Example Use Cases

✅ Marketer Access → Can use AI Proposal to create estimates but can’t view financials
✅ Content Team → Can check client statuses but can’t edit invoices
✅ Accountant Access → Can manage expenses, earnings, and invoices
✅ Ops Team → Can track project progress but not financials

More Customization, More Control

With It’s Invoice, you can:

• Invite teammates and create role-based dashboards
• Customize permissions for each team member
• Enable internal messaging for smooth collaboration
• Track team activity to monitor work progress

Your team works best when everyone has the right access—not too much, not too little. Get started today with It’s Invoice and collaborate the smart way!