Team & roles
Starter, Business and Pro plans
Give your team access without giving away everything
Add the people who work with you and give each one a role. Staff can bill at the counter, your accountant can handle payments and the books, and settings, users and your plan stay with the owner.
Team & roles
What you get
Owner
Full access, including business settings, users and your Invoiqo plan.
Manager
Runs the day: customers, products, invoices, payments, stock, expenses, reports and marketing.
Accountant
Records payments and expenses, manages the books and sees reports, without changing invoices or stock.
Staff
Makes invoices, adds customers and records payments at the counter. Can’t see reports or the books.
Checked on every action
The server checks each person’s role on every page and action, not just the buttons. Nobody can change their own role.
Each person’s language
Everyone can switch the app to English, Hindi or Bengali on their own device.
How it works
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Open Users
Go to Users in the app. Only owners and people allowed to manage users see it.
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Add a team member
Enter their name and email, and choose Manager, Accountant or Staff.
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They sign in
They see only what their role allows, on the web or the Windows app.
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Switch someone off
When someone leaves, deactivate them. Their past invoices and payments stay as they were.
Frequently asked questions
How many users can I add?
It depends on your plan. The Free plan is for one person; Starter, Business and Pro let you add more team members. See the pricing page for the current limits.
What can a staff user do?
Staff can make invoices, add customers and record payments, and view products and stock. They can’t edit or delete invoices, see reports or the books, or change settings.
Can my accountant log in?
Yes. Give them the Accountant role. They can see invoices, record payments and expenses, manage the books and open reports, without changing invoices or stock.
What happens when an employee leaves?
Deactivate their user and they can no longer sign in. Everything they entered stays in your records.
Can a manager change settings or add users?
No. Business settings, users and the Invoiqo plan stay with the owner. Only an owner can make someone else an owner.
Try it free today
The Free plan never expires and needs no card. Set up in a few minutes.
- No credit card
- Free plan never expires
- English, हिन्दी, বাংলা