Skip to main content
All CollectionsInvoice Capture
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 month ago

We advise that you always add at least one admin on the client side

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

Here's how to add members to Apron:

For members who already have access to Apron but who are not Admins, you'll need to assign them access to bookkeeping.

To do so:

  1. Go to Settings and select 'Members'.

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

  3. Choose 'Edit role'.

  4. In the 'Bookkeeping permissions' section, click on the toggle to activate it.

  5. Now you can decide whether you want the person to be able to see only documents uploaded by themselves, or by other members, too.

You can also determine whether the member is able to publish documents to the ledger (QuickBooks or Xero).

Did this answer your question?