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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