BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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On this page
  • Users within Your Organization
  • Editing Your Own Account
  • Adding a New User
  • Accountants and Support Users

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  1. SETTINGS

Users

PreviousAutomatic (Payment) RemindersNextCustom Fields for Contacts

Last updated 3 years ago

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A BestInvoicing account is created at enterprise level and can include multiple users. A distinction is made between users within the organization and external users whom you give access to your BestInvoicing environment.

Users within Your Organization

One user will be displayed by default; the one who entered his or her data when creating the BestInvoicing account.

Suppose you are logged into BestInvoicing with this account, you will see that in the 'Users' window you are not given the option of editing your own account.

Editing Your Own Account

To modify your own account, navigate to your email address in the upper right and choose 'Personal Settings'.

On the left side of this screen you will see your own data. By clicking the yellow "Edit" button, four fields will open, three of which can be edited:

  • First name

  • Last name

  • Language

If you want to change your own (login) email address, you must create a new user within your organization with that new email address, and delete the account with your current email address.

Adding a New User

To add a new user, click the green "Create User" button in the user overview. You can fill four fields:

  • Email

  • First name

  • Last name

  • Access role

The access role is divided into 'Owner' or 'Staff Member. As an 'Owner' you have by default access to all applications and functionalities in BestInvoicing. A 'Staff Member' can be granted other (less) access rights.

In the example above, the green sliders are apps and modules of BestInvoicing that the staff member has access to; the grey sliders are not accessible to the staff member or visible in their BestInvoicing interface. Each slider can be set to access (green) or no access (grey). Sections 'Customers' and 'Products' are available to every user by default and can not be turned off.

Accountants and Support Users

Did you grant your accountant permission to access your BestInvoicing environment through his free account for accountants? If so, you will need to confirm that permission in this section.

  • Navigate to your email address in BestInvoicing at the top right and click to open the menu.

  • Select 'Company Settings'.

  • Click the tab 'Users'.

  • Scroll down; under 'Accountants and Support Users' go to 'Add an External User'. Click the green button.

  • Enter the e-mail address you receive from your accountant (= the e-mail address linked to his accountant account).

If this email address is not correct or the accountant account has not yet been created, the system will render an error message when you click 'Add', see example.

If the connection is successful, the new user will appear at the bottom of your user list:

Your accountant will now have full access to your BestInvoicing environment.

Your accountant creates an account via .

BestInvoicing for Accountants