Invite Team and Set Roles

Invite the Right Users First

Start with:

• Finance users who create and review invoices.
• Operations users who track dispatch and follow-up.
• One or two admins who manage settings and access.

Role Assignment Best Practices

• Give users the minimum access needed for their job.
• Separate approval authority from daily data entry where possible.
• Review high-privilege roles regularly.

Common Role Structure

• Admin: workspace/company configuration and user access.
• Finance: invoice and credit note operations.
• Operations: dispatch tracking and delivery workflows.
• Viewer/Auditor: read-only access for oversight.

Access Review Cadence

Run monthly checks for:

• inactive users
• unnecessary elevated access
• duplicate or overlapping admin access

Security Checklist

• remove access immediately when team members exit
• rotate integration/API keys on schedule
• keep approval decisions documented

Continue with First Invoice Checklist.