Learn which areas of Clickentry you can access in your organisation with your assigned user role. What you should Know The only user who is having the Manage Users permission, can invite new or update existing users. Once the Clickentry Subscriber set up his organization, he can invite other users to access the organisation. He can invite the business owner,...
The user who is assigned the role of standard user, with optional use of cash coding and reports can fully access Clickentry. A Clickentry subscriber is assigned the standard user role by default. About the Standard User Role You can assign this user role to the business owners or the admin staff. It suits them...
A user with the Advisor user role gets full access to a Clickentry organisation. It includes advanced settings, manual journals, and all reports. About the Advisor User Role If you're the business owner or administrator using Clickentry, you may offer your accountant or bookkeeper access and allocate them the advisor user role. The advisor user...
You may assign the invoice only user role to someone who needs to create invoices and enter bills but doesn't require access to bank accounts or reports. About the Invoice Only User Role With invoice only user role, the user can access the quotes, invoices, bills, purchase orders, and credit notes....
You can assign or remove access to expenses for an existing or new user. You can select one of two expenses permissions; draft only or approve & pay. How it Works You need to add expenses to your organisation’s subscription, then assign one of the two expenses permissions to invited users. Users can...
You can assign the read only user role to those who only need to view areas of an organisation. They won't be able to add or edit information. About the Read-Only User Role With the read only user role, the user can access most areas of Clickentry but they can't make changes in the organisation's data. This...
