> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoice link sharing permission

**Invoice Link Sharing Permission**

This guide explains how authorized users can share the **Invoice Signing Link** through the existing invoice signing workflow in the CRM.

## **Overview:**

The **Share Invoice Link** functionality allows authorized users to share the invoice signing link with the required recipient through the existing workflow.

The functionality is available to the following user roles:

* **Lead Admin**
* **Branch Head (BH)**
* **Sub Branch Head (Sub BH)**

Users with these roles can share the invoice signing link, subject to the applicable authorization checks.

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## **Steps-by-Step Process**

### **1. Navigate to the Invoice Signing Section**

* Log in to the **CRM**.
* Scroll on to the **Hamburger menu** located on the left side of the dashboard.
* In the menu, click on **Finance > Invoices > Vendor Bills(Non GST).**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/invoices/invoice-link-sharing-permission/image1.png)

* Navigate to the **All** section.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/invoices/invoice-link-sharing-permission/image2.png)

***

### **2. Locate the Invoice**

Within the Vendor Bills(Non GST), locate the **Resend Invoice Email** option the invoice that you want to share.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/invoices/invoice-link-sharing-permission/image3.png)

The option should be available to users with the following roles:

* **Lead Admin**
* **Branch Head (BH)**
* **Sub Branch Head (Sub BH)**

**Note:** The availability of the option is subject to the applicable authorization checks.

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### **3. Share the Invoice Signing Link**

* Click on the **Resend Invoice Email** button.
* It will send the invoice link to the respective email address.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/invoices/invoice-link-sharing-permission/image4.gif)

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## **Role-Based Access**

The **Share Invoice Link** functionality is available for the following roles:

| User Role                    | Share Invoice Link |
| :--------------------------- | :----------------- |
| **Lead Admin**               | ✅ Allowed          |
| **Branch Head (BH)**         | ✅ Allowed          |
| **Sub Branch Head (Sub-BH)** | ✅ Allowed          |

***

## **Authorization**

The **Share Invoice Link** functionality is controlled by role-based access.

Only users belonging to the authorized roles should be able to access and use this functionality.

If a user does not have the required authorization, the **Share Invoice Link** functionality should not be available to them.

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## **Benefits**

⏱️ **Faster Process:** Authorized users can share invoice signing links directly through the existing workflow.

🔐 **Controlled Access:** Only Lead Admin, Branch Head, and Sub Branch Head users are provided access to the functionality.

📄 **Easy Invoice Signing:** Users can share the required invoice signing link without needing additional manual steps.

🎯 **Role-Based Authorization:** Access is controlled based on the user's assigned role and applicable authorization checks.

***

**Prepared By:** Harsh Vardhan