To do a user justice, it is important to place them in a group. These groups usually have preset rights, as shown in the image below.

It is possible to create your own rights group and add members to it with their specific rights in Easy Invoice. You can then decide what a user can or cannot do within Easy Invoice.

Under the 'Members' tab, you add users to a group. You do this for each administration.

If you have any questions about the permissions per group, first check your answer at: Groups and their permissions. 

Default Groups

Please do not modify the default groups, but create a new one.

Financial administration

As a financial administrator, you can:

• View and edit invoice headers and lines
• Add invoices manually
• Circulate invoices
• Open confidential attachments
• Pre-register invoices (if you use this)
• Cancel invoices
• View full invoice list
• Match orders

Application Management

As application manager, you can:

• Correct invoices
• View full invoice list
• Manage Procuration scheme
• Manage receipt groups
• View and/or edit user and/or group settings
• Assigning limits to users
• Assigning field values
• View, start and (de)activate service tasks

Budget holder

As budget holder, you can:

• Approve/check (multiple) invoices
• Send invoices for checking
• View posting rules
• Return invoices
• Hold invoices

Auditors

Als auditor, you can:

• Check invoices
• Send invoices for checking
• View booking rules