User Role Access to Settings in Clickentry
You can compare user roles and their access to your organisation’s settings in Clickentry Business Edition.
Full Access | ||
Advisor | Standard | |
Can be allowed to add and remove users and change permissions | ✔ | ✔ |
Edit organisation and financial settings | ✔ | ✔ |
Set lock dates | ✔ | – |
Edit invoice settings, add or edit invoice branding | ✔ | ✔ |
Add or edit payment services | ✔ | ✔ |
Set up or disconnect connected apps | ✔ | ✔ |
Use tracking | ✔ | ✔ |
Set and update conversion balances | ✔ | ✔ |
Access, import and export chart of accounts | ✔ | ✔ |
Send Clickentry network key | ✔ | ✔ |
Add, edit and delete email settings | ✔ | ✔ |
The only user who has the Advisor or Standard role, he will have access to Clickentry settings.
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