As the administrator of your FreshBooks account, you can control what your clients or team members can access by following these steps:

1. Click on Settings on the top-right of your screen.
2. In the sub-navigation, click on the Permissions link.  You will be taken to the following screen:

Changes you make to your permissions here are applied to all clients/staff members.  This means you cannot give one of your staff members access to your ‘Invoices’ tab while not allowing another staff member to access the same tab.

Client-Staff Assignment Control

When you assign a client to a staff member, the staff member is able to view all data (invoices, contact info, etc.) related to that client.  If a client is not assigned to a staff member, that staff member will not be able to see any data pertaining to the unassigned client.  Client-staff assignment works in tandem with the enabled tabs.  For example, if the ‘Invoices’ tab is disabled for all staff, they will not be able to see any invoices regardless of who they are assigned to.

You can assign clients to staff by doing the following:

1. Click on your Clients tab.
2. Click on your Assign Clients tab.
3. Select a specific staff member and check all clients you’d like to assign that staff member to.
4. Remember to click Save at the bottom of the page before moving on to your next staff member.

Other Permission Settings

There are a few other settings you can control as an Administrator of an account.  They can be found by following these steps:

1. Click on the Settings link.
2. In the sub-navigation, click on the Permissions link.