Support » Plugin: Sprout Invoices - Client Invoicing & Estimates / Quotes » Invoices / Contacts Per user ?

  • Resolved waynep16

    (@waynep16)


    Hey,

    With this plug in can each user have their own set of contacts and invoices ?

    So admin can view ALL but individual users only see their own ones?

    Thanks

Viewing 6 replies - 1 through 6 (of 6 total)
  • Plugin Author Dan Cameron

    (@dancameron)

    Hello,

    If I understand the question the answer is “yes”. You can create as many clients as you’d like and assign a WP user to each client, without a limit to the number.

    Within the admin only those the user’s authored should be editable. You can test this out yourself with the free version and possibly extend the possibilities with a role manager plugin.

    If you want your users/clients to access their invoices from the front-end you may want to review this feature of the pro plugin – http://docs.sproutapps.co/article/36-client-dashboards

    Cheers.

    I think we are nearly there…

    When i was referring to users i meant users who can log in to wp-admin and manage their own customer and issue their own invoices without seeing any other system users, Is that possible? With a custom role yes.

    We want to possibly use it for a car garage invoicing tool, so individual car garages can sign in and manage their own customers and invoices from wp-admin, and not see any other garages customers…

    Any thoughts on this Dan ?

    Plugin Author Dan Cameron

    (@dancameron)

    I know of some users that have done this with a role manager plugin, however I’m not certain the exact setup they used (e.g. custom filters and plugins).

    Let me know if you have any specific questions if you start working on this.

    At the moment we can just specify global invoice details e.g. Address/company etc but what I’m trying to do is allow each WordPress user to create invoices with their own details if that makes sense ?

    Plugin Author Dan Cameron

    (@dancameron)

    Hello,

    First, I apologize for the delay, for some reason I was never notified of this support request.

    Yeah, that makes sense and I hope you found a solution.

Viewing 6 replies - 1 through 6 (of 6 total)
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