Fine-tune access by assigning users to specific inboxs.
Inbox-based permissions
Beyond roles, you can restrict users to specific inboxs:
- All inboxs — User sees invoices from every inbox
- Specific inboxs — User only sees invoices from assigned inboxs
Assigning inbox access
When inviting or editing a user:
- Go to Team in the sidebar
- Click on the user (or invite new)
- In the inbox section, select which inboxs they can access
- Save changes
How inbox restrictions work
When a user is restricted to specific inboxs:
- Dashboard shows only invoices from their inboxs
- Search results are filtered to their inboxs
- Analytics reflect only their inbox data
- They cannot see or access other inboxs
Use cases
Location managers
Assign Chicago office manager to only the Chicago inbox: - They see only Chicago invoices - They can approve/reject within their scope - They can’t access other location data
Department heads
Assign Marketing lead to the Marketing inbox: - They manage their department’s invoices - They can’t see other department submissions
Multi-location teams
Assign regional managers to multiple inboxs: - East Coast manager → New York, Boston, Miami inboxs - West Coast manager → LA, Seattle, Denver inboxs
Admin access
Admins always have access to all inboxs, regardless of inbox assignments. This ensures someone can always manage the full account.
Changing access
Update inbox assignments anytime:
- Edit the user in the Team page
- Add or remove inbox assignments
- Save changes
Changes take effect immediately on their next page load.