Clickentry recommends using a table to determine the best user role for someone you want to invite into your organisation. You should add task-specific permissions to a user role. It will give additional access such as managing users, running reports, and contact bank account admin. Compare User Roles Get more information on what a...
Look into the comparison table to compare user roles and their access to inventory in Clickentry Business Edition. Full Access Limited Access Advisor Standard IO+ Approve & Pay IO+ Sales Only IO + Purchases Only IO+ Draft Only Add inventory items when creating transactions* ✔ ✔ ✔ ✔ ✔ ✔ Add inventory items from the Inventory menu ✔ ✔ - - - - Edit and delete inventory items ✔ ✔ - - - - View inventory items from the Inventory menu ✔ ✔ - - - - Add...
Look into the comparison table to compare user roles and their access to fixed assets in Clickentry Business Edition. Full Access Limited access Advisor Standard Read Only Add and import draft assets ✔ ✔ - Edit draft assets ✔ ✔ - Register draft assets ✔ - - View draft assets ✔ ✔ ✔ Delete draft or registered assets ✔ - - Edit registered assets ✔ - - Sell and dispose assets ✔ - - Export fixed assets ✔ - - Create and edit asset types ✔ - - Create and edit pools ✔ - - Run and...
Look into the comparison table to compare user roles and their access to files in Clickentry Business Edition. Full Access Limited Access Advisor Standard Invoice Only Read Only File library - view, add and remove files ✔ ✔ - - File library - view, add and remove folders ✔ ✔ - - File library - take a photo ✔ ✔ - - Add or remove files for transactions and items you have access...
Look into the comparison table to compare user roles and their access to the expense claims feature in Clickentry Business Edition. Full Access Limited Access Advisor Standard IO+ Approve & Pay IO + Purchases Only IO+ Draft Only IO+ Sales Only Read Only Read Only ✔ ✔ ✔ ✔ ✔ ✔ - Edit expense claim after submitting ✔ ✔ ✔ ✔ - - - View own expense claims ✔ ✔ ✔ ✔ ✔ ✔ - View others' expense claims ✔ ✔ ✔ ✔ - - ✔ Approve and pay own and others' expense...
Look into the comparison table to compare user roles and their access to contacts in Clickentry Business Edition. Full Access Limited Access Advisor Standard IO+ Draft Only IO+ Approve & Pay IO+ Sales Only IO + Purchases Only Read Only Add, edit and import contacts ✔ ✔ ✔ ✔ ✔ ✔ - Export contacts ✔ ✔ - - - - - View all customers and suppliers ✔ ✔ ✔ ✔ ✔ ✔ ✔ View contacts' bank account details ✔ ✔ - ✔ - ✔ ✔ View payment history graph ✔ ✔ - ✔ ✔ ✔ ✔ View Activity tab ✔ ✔ - - - - ✔ View Clickentry network key ✔ ✔ - - - - - Set default...
Look into the table to compare user roles and their access to bank accounts, transactions, and statements in Clickentry Business Edition. Bank Accounts, Transactions, and Statements User role Comparison Full Access Limited Access Advisor Standard + Cash Coding Standard IO+ Draft Only IO+ Approve & Pay IO+ Sales Only IO + Purchases Only Read Only View bank balance and balance in Clickentry ✔ ✔ ✔ - - - - ✔ View bank balance...
You can compare user roles and their access to your organisation's settings in Clickentry Business Edition. Full Access Advisor Standard Can be allowed to add and remove users and change permissions ✔ ✔ Edit organisation and financial settings ✔ ✔ Set lock dates ✔ - Edit invoice settings, add or edit invoice branding ✔ ✔ Add or edit payment services ✔ ✔ Set up or disconnect connected apps ✔ ✔ Use tracking ✔ ✔ Set and update conversion balances ✔ ✔ Access, import...
You can compare user roles and their access to the sales section like invoices, quotes, credit notes of Clickentry Business Edition. Sales Invoices User Role Comparison Full Access Limited Access Advisor Standard IO+ Approve & Pay IO + Sales Only IO+ Draft Only Read Only Draft sales invoices ✔ ✔ ✔ ✔ ✔ - View and edit sales invoices you created ✔ ✔ ✔ ✔ ✔ - View sales invoices created by others ✔ ✔ ✔ ✔ - ✔ Edit sales invoices...
Look into the comparison table to compare user roles and their access to reports, budgets, and manual journals in Clickentry Business Edition. Reports and Budgets User Role Comparison A user with an advisor role will have full access to reports and budgets. A user with a standard role must have the view reports...
