You can archive a contact in Clickentry and restore it when required. What you should Know Clickentry does not allow you to delete a contact. You can archive them if you no longer do business with them. In Clickentry's reports, you can view archived contacts, including their transactions. If there are transactions (Outstanding invoices or bills) created for the contact, they won't be deleted. You have...
When a user is invited into an organisation then either he accepts or declines the invite. Accept an Invite From the invite email, click on the Accept Invitation link. Click on the Click here to login link. Login with the shared credentials in the email.
If you want to remove a user from an organisation, you must have the Manage users' permission. You can even delete yourself from organisations you're invited to. Effects of Deleting A User As you delete a user from an organisation, it removes their access to the organisation but at the same time it can also affect other areas...
You can check your existing users and their user roles permissions. You can change the user role or permission for yourself or another person only if you have the Manage Users permission. Find an Assigned User Role You can check what your user role is for an organisation and any additional permissions you may have. In...
You can invite a user into an organisation only using a unique email address. If you want to use the same email address as a previous user, first you need to reset the password, then log in. How it Works If you make any changes in Clickentry, these are recorded under the History & Notes section. These changes...
If you want to add a new user to your organisation, the user should have the manage users permission. When a user is invited, an invitation is sent that they need to accept or decline. The invited user can later accept or decline any time, it won't expire. Invite a New User In the Settings menu,...
You can see the details of an organisation's invited users such as their user role, permissions, and status. You can also check the login activity for an organisation to see when users last logged in. View Invited Users You can only see the list of the invited user if you have the standard or advisor user role. In the Settings menu,...
