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Admin role privilege: separate manage invoice into view & manage

Max Maksimov shared this idea 4 years ago
Under Consideration

Currently in the admin role privileges there's only Manage Invoices, which includes both viewing and managing invoices. Need to separate view and manage. There are many cases in which an admin user needs the privilege to view the client's invoices but not have the ability to make any changes to it.

Comments (4)

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That's a pretty serious oversight by the WHMCS guys.

The ability to have staff who can view invoices but not mess with them is pretty obvious.

Surely this is a no-brainer which shouldn't need many votes for it to be seriously considered!?

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Hi,

"Manage Invoice" includes actions like: change status (mark as paid, cancel), change due date, etc, which are some actions that change invoice information.

Otherwise, "View invoice" as client will only show (read-only) some invoice data and allow the administrator to simulate the payment function. If the administrator is allowed to "Login as Client", I think he should be allowed to do everything the client can do. Or you can create a new permission "View Invoice", as suggested.

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In our case, we want our sales team to be able to Create and Publish and Invoice, and only View the invoice after and not be able to Manage the invoice or make changes to the invoice.

I was having an argument that there is a setting for creating an Invoice and Manage Invoice, but if you disable the Manage Invoice and leave Create Invoice, then the Admin user will still get an Access Denied screen, since the Create Invoice makes use of the Manage Invoice templates. WHMCS confirmed this in a support ticket yesterday.

I really hope they can get this done.

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Read only view to user is very important. This will be good feature.