Access to invoices in Logixboard can be controlled at an individual user level through Settings > User Admin. This guide outlines how to manage invoice visibility for both new and existing users.
1. Limit Invoice Access for New Users
When inviting a new user, you’ll see a Configuration setting labeled "Can access Accounting". This controls whether the user can view and download invoices, and access the Accounting section in the platform.
You’ll have two options:
Yes – The user will be able to:
View the Invoice section within shipments
Access the Accounting module in Logixboard
No – The user will not see:
The Invoice section in shipments
The Accounting module
Invoice and cost-related data in Analytics
2. Update Invoice Access for Existing Users
To adjust Invoice access for a current user:
Go to Settings > User Admin.
Click the Pencil icon next to the user’s name to edit their profile.
Under the Configuration section, update the "Can access Accounting" setting to Yes or No based on the level of access you want to grant.
Additional Notes
This configuration setting controls access to viewing and downloading invoices, as well as visibility into invoice-related costs and data within the Analytics.
It does not affect a user’s ability to upload Invoice (INV) documents, provided the admin has allowed that document type for upload.
Even if a user doesn’t have Accounting access, they can still see the Invoice document they uploaded themselves.
For invoices, Logixboard ingests all Invoices from CargoWise, regardless of whether they're published or unpublished. This is handled differently than document visibility.
For more information, please refer to Accounting and Invoices FAQ