Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.
Can I limit certain team members from seeing invoices and financial information?
Hide invoices and financials from chosen staff by assigning roles and toggling invoicing visibility in User Feature Permissions.
Yes. FieldPulse offers different roles for employees depending on the functions they need access to. From Managers to Subcontractors, FieldPulse has roles with varying permissions to align with your company’s structure.
If you don’t want an employee to be able to see or send out invoices, set them up as a Service Agent with disabled invoice access. When setting up a team member you can disable invoice visibility by clicking on User Feature Permissions.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.