Tue, 08/20/2024 Pro tip: Controlling and protecting access to your customer and transaction data! Pro

Tyler MacDonald Updated by Tyler MacDonald

You can limit a User's ability to download your customer or transaction database to a CSV or XLS file.  This is managed in Settings >> Team >> Roles.  Select a Role and scroll down to the General section.  Here there is a setting to  Export to CSV/XLS.  You would then assign this Role to the User.  If this is something you want to protect, use this setting on a Role and assign it to the Users that are not an Admin or Owner User.   Click the Update button on the Role after making this change and your data can not be exported by any User that is setup with this Role!

On the Role page, scroll down to the General section.

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Fri, 05/31/2024 Added another PDF for Invoice Statements: Aging Summary PDF. Pro & Express

Mon, 10/28/2024 New Permission setting! Pro

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