User Role Access to Settings in Clickentry

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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