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How do I grant permission to Invoice capture (Bookkeeping) to my company members?
How do I grant permission to Invoice capture (Bookkeeping) to my company members?
Marek Liszka avatar
Written by Marek Liszka
Updated over a week ago

When you add new members to your company's Apron account, you can decide if you want to grant them permissions to the Bookkeeping section.

Here's how to add members to Apron:

For users who already have access to Apron but who are not Admins, you'll need to assign them access to Bookkeeping features.

To do so:

  1. Go to Settings and select 'Members'.

  2. Click on three dots next to the member's name.

  3. Choose 'Edit role'.

  4. In the 'Bookkeeping permissions' section use the toggle button and enable it.

  5. Now you can decide whether you want the person to be able to see only the documents uploaded by themself or other members of the company's account too.

Additionally, decide whether the person should be able to publish documents to ledger (Quickbooks or Xero).

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