User Role Access to Files in Clickentry
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 to* | ✔ | ✔ | ✔ | – |
| View or download files for transactions and items you have access to** | ✔ | ✔ | ✔ | ✔ |
* Invoice only users can add files from the file library inbox, including those others have added. Invoice only users can’t access any other folders in the file library.
** Read only users can only view or download files attached to spend or receive money transaction in the account transactions tab, not in the individual transaction.
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