Restricting Invoice Access
In order to restrict access to invoices for members of your firm, you will need to follow the steps below:
Navigate to ⚙️ Settings > User Access
Click the pencil icon next to the user whose access you would like to restrict
Select the option under Invoice Permissions that you would like:
Unlimited Access
Limited Access: Cannot edit or delete other users' invoices
No Access: Cannot view, create, edit or delete invoices
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:
Check the box for Hide invoices and billing
Click the Save Changes button