After you have created a user, it is important that the user is also given appropriate access within Easy invoice. In this article you can find out what you can set for each user.

Administrations

To which administration(s) is the user entitled? You can select the relevant administrations here and confirm by pressing 'save'. 

Properties per administration

Here you can specify per administration to which group the user belongs. 

Should you use several administrations, you can grant different rights for each administration. 

The groups you see here can be found under the heading 'Groups'. These groups often have a number of preset rights.

Read more about groups in the article: Groups in Easy Invoice

Migrate User Data

In this overview, you can transfer user data from 1 user to another.  

Please note! If you use this option, the changes are final and cannot be 
reversed. 

The user you select in the list will be the user whose data will be transferred. The user you select in the 'Other employee:' bar will be the user receiving the data. 

Approval Limits

In this list, you can specify what the user's approval limit is. This must be set per administration.

In this, there is still the choice between distinguishing only 'Administration' or the combination of 'Invoice type and Administration'.In the second option, it is also possible to specify whether it applies to a specific invoice type.

For example, you can specify that someone from Administration 01 may only approve expense invoices with an amount of up to 100.00 euros.