1. Understanding Permissions

Understanding Permissions

Permissions allow you to control what each user on your system has access to:

Jobs – Allows user to Create, Edit and View Jobs

Quotes – Allows user to Create, Edit and View Quotes

Invoices – Allows user to Create, Edit and View Invoices

Assets – Allows user to Create, Edit and View Assets

Inventories – Allows user to Create, Edit and View Inventory, Categories, Subcategories and Suppliers

Reports – View Reports

Employees – Create and Edit Employees

Queries – Allows user to Create, Edit and View Queries

Appointments – Allows user to Create, Edit and View Appointments

Purchase Orders – Allows user to Create, Edit and View Purchase Orders

Customers – Allows user to Create, Edit and View Customers

Messages – View Messages

Settings – Access to all general settings except for Company, Employees, Integrations and Subscriptions.

My View Only Limits employees to only see what items are assigned to them. This applies to any ticked permissions.

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