User Roles and Permissions in Clickentry Business Edition
Clickentry recommends using a table to determine the best user role for someone you want to invite into your organisation. You should add task-specific permissions to a user role. It will give additional access such as managing users, running reports, and contact bank account admin.
Compare User Roles
Get more information on what a user can access in a certain area of Clickentry.
| Advisor | Standard | IO+ Draft Only | IO+ Approve & Pay | IO+ Sales Only | IO+ Purchases Only | Read Only | |
| Bank accounts, Transactions, and Statements | ✔ | ✔ | – | – | – | – | ✔ |
| Contacts | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Expense Claims | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Fixed Assets | ✔ | ✔ | – | – | – | – | ✔ |
| Inventory | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | – |
| Multicurrency | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | – |
| Purchases | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Reports, Budgets, and Manual Journals | ✔ | – | – | – | – | – | ✔ |
| Sales | ✔ | ✔ | ✔ | ✔ | ✔ | – | ✔ |
| Settings | ✔ | – | – | – | – | – | – |
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