User Role Access to Files in Clickentryadmin
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.