Roles, tenants and deployment modes
Invoiceflair knows two levels: the tenant — an account with its data — and the installation, meaning the operation of the service itself. In the public portal there is also the anonymous visitor, who can use eight of the ten tools at full scope.
The roles within a tenant
Section titled “The roles within a tenant”| Role | May |
|---|---|
| Owner | manage the plan, members, master data, invoice issuers, number ranges and API keys |
| Member | work with the tools, use the archive, create and finalise invoices |
A withdrawn right takes effect immediately — not at the next sign-in. Membership is read afresh on every request.
The installation is not a tenant role
Section titled “The installation is not a tenant role”Whoever operates the service has access to administration on the command line, and thus to keys, plans and emergency access.
Cloud or Enterprise
Section titled “Cloud or Enterprise”The same application; one difference in deployment mode:
Cloud (www.invoiceflair.com) |
Enterprise (your own installation) | |
|---|---|---|
| Sign-in | magic link by email only, no password | password in addition to the magic link |
| Plan limits | per plan (Free, Startup, Team, Business) | none — every tenant is unlimited |
| Usage log | on | can be switched off |
| Uploaded files and results | stored for up to 30 days | default off |
| Third-party analytics | integrated | not integrated |
| Data leaves your premises | yes | no |
What exactly is stored is set out under Data handling and privacy.
Several clients on one account
Section titled “Several clients on one account”A tenant can invoice on behalf of several clients — “in the name and for the account of”. Each invoice issuer has its own master data, its own logo and its own number range.
ERP surfaces are Enterprise capabilities
Section titled “ERP surfaces are Enterprise capabilities”Three surfaces count as ERP integration: the ERP formats in conversion, the bulk import of raw-data exports, and invoice data capture through the API. They are offered as an Enterprise capability — in the public portal, however, they remain fully functional for everyone, including anonymously and on the Free plan. Only the volumes are limited.