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Admin Capabilities

  • Updated

Understanding Admin Roles

Admins play a significant role in managing your Pocketbook account by assisting with invoicing and contacts, and providing visibility into your account. This guide outlines what Admins can and cannot do within the platform to help you maximize their capabilities.

What Admins Can Do:

1. Create, Edit, and Pay Invoices

Admins can manage your invoicing process efficiently. They can:

  • Create new invoices for clients or customers.
  • Edit existing invoices to update details like amounts, descriptions, or due dates.
  • Pay invoices for any incoming expenses.

2. Manage Contact Lists

Keeping your contacts organized is essential for maintaining smooth operations. Admins can:

  • Create new contacts by adding client or vendor information.
  • Edit existing contacts to update details like addresses or phone numbers.
  • Manage the contact list to keep your data current and accurate.

3. View Dashboard and Balances

Admins have access to the dashboard, providing them with visibility into overall account balances and other financial trends and metrics:

What Admins Cannot Do

1. Link or Remove Bank Accounts

For security reasons, admins are restricted from:

  • Linking new bank accounts to the platform.
  • Removing existing bank accounts from the account.

2. Initiate Transfers or Move Money

Admins cannot:

  • Initiate fund transfers between accounts.
  • Move or add money outside of processing invoice payments.
  • Pay individuals without an associated invoice.

3. Access Account Settings

Admins cannot:

  • Change account information
  • Manage, add, or remove other admins
  • Modify subscription details
  • Change security preferences

Utilizing admin is a great way to enhance your team's productivity and ensure payments are sent and made on time. By delegating tasks such as invoice management, contact maintenance, and financial monitoring to your admins, you enable them to contribute to your business processes. Sensitive actions like linking bank accounts, transferring funds, and altering account settings remain under your control, safeguarding account security.

 

Still Need Help? Contact our support team at support@stellainvoice.zendesk.com