What are the roles?
While the Invoice Rocket theme is activated there are only two roles:
Administrator
Has access to all front-end and back-end functionality, can change settings.
Agent
Only has access to the front-end, can create, modify clients, invoices and everything else they need to run the business for you. This role is typically reserved for the person responsible for sending invoices, collecting and making payments etc. They can not access the WordPress back-end to change settings.
What about clients?
Clients do not need to be added as to the users list in WordPress.
How to use
- Enter your license key
- Currency
- What are the roles?
- Disable ability to trash sent or paid invoices
- Don’t warn before sending invoices
- Invoice numbers
- Tax rates
- Payment types
- Mandatory settings
- Google maps integration
- PDF downloads
- Client invoice history
- Reports
- Prioritise Paypal guest checkout
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