Security privileges and their associated permissions control what users are able to do in . Typical privileges allow the user to work with clients, quotes, invoices or jobs, and to create or run custom reports.
By changing the user's permissions settings on a privilege-by-privilege basis, or by role, you can control the access that each user has to each privilege.
Available permissions vary, depending on the privilege. Some privileges (using Collaboration Manager, for example) are either Full or No Access, while other privileges (Client, for example) can be controlled much more closely, with progressive levels of access, ranging from no access to full access:
- No Access
- View Only Access
- Create/Edit Access
- Create/Edit/Delete Access
- Full Access.
Related tasks
- Add or edit a staff member - article contains full details on working with staff privileges and permissions