As the account owner, you can create individual team members who can login to your Quaderno dashboard.
After you create a team member, you can set permissions and control what parts of the dashboard each team member can access.
On this page:
Only admin users can manage teams.
To invite another person to your Quaderno account, just follow these steps:
Send an invitation.
Roleand set specific permissions if needed.
When done, give the person a heads-up that they should be receiving your invite very shortly.
We've created pre-defined roles to help you:
Can view and editand
Can view. And you can provide those to: Invoices, Expenses, Estimates, Recurring, Contacts and Reports.
To remove access to a particular person to your Quaderno account, follow these steps: