Restricting Invoice Access

In order to restrict access to invoices for members of your firm, you will need to follow the steps below:

  1. Navigate to ⚙️ Settings > User Access

  2. Click the pencil icon next to the user whose access you would like to restrict

  3. Select the option under Invoice Permissions that you would like:

    1. Unlimited Access

    2. Limited Access: Cannot edit or delete other users' invoices

    3. No Access: Cannot view, create, edit or delete invoices

  4. Click the Save Changes button


Disabling Invoicing Widgets from the Dashboard

In order to disable invoicing widgets from the dashboard of your Docketwise account, you will need to follow the steps below:

  1. Navigate to ⚙️ Settings > Dashboard

  2. Check the box for Hide invoices and billing

  3. Click the Save Changes button

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