They sign up themselves using this email and appear under Users once registered. Tick them under Invoices in the Users list after they've joined to have invoices emailed to them.
Add lead
Web enquiry
New invoice
Line items
Type
Description
Qty / hrs
Unit rate
Amount
Unbilled work log entries
Subtotal$0.00
GST (10%)$0.00
Total$0.00
New expense
Record payment
Paying the full balance marks the invoice paid. Anything less marks it partially paid.
Add ticket
Add content
Approvers are the team members ticked as “Content approver” on the customer’s Team tab.
Shown in full on the client's approval screen. They can edit it there; any edit resets approvals. On release the approved copy is what publishes — written back to Opinly, or sent to the client's own site for customers with a blog site set up.
PNG or JPG. Stored privately and shown to the client on the approval screen.
Leave empty to keep the current graphic — only choose one to replace it.
Log hours
Add document
PDF or PNG only, so it can be previewed inline without a third-party viewer.
Leave empty to keep the current file — only choose one to replace it.
Add proposal
PDF, PNG, or HTML. Only visible to their super admin, same as agreements.