User Role Access to Contacts in Clickentry
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 tax rates for contact | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | – |
| View, print and send statements to contact | ✔ | ✔ | – | ✔ | ✔ | – | – |
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