User Role Access to Fixed Assets in Clickentry
Look into the comparison table to compare user roles and their access to fixed assets in Clickentry Business Edition.
Full Access | Limited access | ||
Advisor | Standard | Read Only | |
Add and import draft assets | ✔ | ✔ | – |
Edit draft assets | ✔ | ✔ | – |
Register draft assets | ✔ | – | – |
View draft assets | ✔ | ✔ | ✔ |
Delete draft or registered assets | ✔ | – | – |
Edit registered assets | ✔ | – | – |
Sell and dispose assets | ✔ | – | – |
Export fixed assets | ✔ | – | – |
Create and edit asset types | ✔ | – | – |
Create and edit pools | ✔ | – | – |
Run and roll back depreciation | ✔ | – | – |
Set fixed assets start date | ✔ | ✔ | – |
Set tax reporting start date | ✔ | – | – |
Change fixed assets start date | ✔ | – | – |
Run and export fixed asset reports | ✔ | ✔ | ✔ |
Insert text block on fixed asset reports | ✔ | ✔ | ✔ |
Save fixed asset reports as draft and published | ✔ | – | – |
Save fixed asset reports as custom | ✔ | ✔ | – |
View draft and published fixed asset reports | ✔ | ✔ | ✔ |
View registered, sold and disposed assets | ✔ | ✔ | ✔ |
If you have an invoice only user role, you won’t have access to fixed assets in Clickentry.
Leave a Reply