User Role Access to Sales in Clickentry
You can compare user roles and their access to the sales section like invoices, quotes, credit notes of Clickentry Business Edition.
Sales Invoices User Role Comparison
| Full Access | Limited Access | |||||
| Advisor | Standard | IO+ Approve & Pay | IO + Sales Only | IO+ Draft Only | Read Only | |
| Draft sales invoices | ✔ | ✔ | ✔ | ✔ | ✔ | – |
| View and edit sales invoices you created | ✔ | ✔ | ✔ | ✔ | ✔ | – |
| View sales invoices created by others | ✔ | ✔ | ✔ | ✔ | – | ✔ |
| Edit sales invoices created by others | ✔ | ✔ | ✔ | ✔ | – | – |
| Copy or delete sales invoices you created | ✔ | ✔ | ✔ | ✔ | ✔ | – |
| Copy, delete or void sales invoices created by others | ✔ | ✔ | ✔ | ✔ | – | – |
| Approve invoices | ✔ | ✔ | ✔ | ✔ | – | – |
| Record payment on invoices | ✔ | ✔ | ✔ | ✔ | – | – |
| Recode invoices | ✔ | – | – | – | – | – |
| Email invoices | ✔ | ✔ | ✔ | ✔ | – | – |
| Print invoices | ✔ | ✔ | ✔ | ✔ | – | ✔ |
| View online invoices | ✔ | ✔ | ✔ | ✔ | – | – |
| Send statements | ✔ | ✔ | ✔ | ✔ | – | – |
| Create a batch deposit | ✔ | ✔ | ✔ | ✔ | – | – |
| Edit a batch deposit | ✔ | ✔ | – | – | – | – |
| View debtors list/pie chart | ✔ | ✔ | ✔ | ✔ | – | ✔ |
If a user has Invoice only + purchases role, he can not access sales invoices.
Quotes User Role Comparison
| Full Access | Limited Access | |||||
| Advisor | Standard | IO + Approve & Pay | IO + Sales Only | IO+ Draft Only | Read Only | |
| Draft and revise quotes you created | ✔ | ✔ | ✔ | ✔ | ✔ | – |
| Revise quotes created by others | ✔ | ✔ | ✔ | ✔ | – | – |
| View quotes you created | ✔ | ✔ | ✔ | ✔ | ✔ | – |
| View quotes created by others | ✔ | ✔ | ✔ | ✔ | – | ✔ |
| Email quotes | ✔ | ✔ | ✔ | ✔ | – | – |
| Print quotes PDFs | ✔ | ✔ | ✔ | ✔ | – | ✔ |
| Mark quotes as accepted | ✔ | ✔ | ✔ | ✔ | – | – |
| Copy quotes to invoices or new quotes* | ✔ | ✔ | ✔ | ✔ | ✔ | – |
| Create invoices from quotes* | ✔ | ✔ | ✔ | ✔ | ✔ | – |
| Delete quotes* | ✔ | ✔ | ✔ | ✔ | ✔ | – |
*If a user has the invoice only + draft user role, he can only take these actions for quotes they create.
If a user has the invoice only + purchases role, he will not have the ability to access to quotes.
Customer Credit Notes User Role Comparison
| Full Access | Limited Access | ||||
| Advisor | Standard | IO + Approve & Pay | IO + Sales Only | Read Only | |
| Create and approve customer credit notes | ✔ | ✔ | ✔ | ✔ | – |
| View customer credit notes created by others | ✔ | ✔ | ✔ | ✔ | ✔ |
| Edit, delete or void customer credit notes (own or others’) | ✔ | ✔ | ✔ | ✔ | – |
| Allocate credit to invoices and refund customer credit notes | ✔ | ✔ | ✔ | ✔ | – |
| Recode customer credit notes | ✔ | – | – | – | – |
| Email customer credit notes | ✔ | ✔ | ✔ | ✔ | – |
| Print customer credit notes | ✔ | ✔ | ✔ | ✔ | ✔ |
| View debtors list/pie chart | ✔ | ✔ | ✔ | ✔ | ✔ |
If a user has the invoice only + draft and invoice only + purchases roles, he will have no access to customer credit notes.
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