Inquiries allows you to choose which inquiries an employee can see:
All inquiries
My inquiries — in which the employee is a Manager
Work Orders allows you to choose which work orders an employee can see:
All orders
My orders — in which the employee is an Assigned Specialist or a Manager
Sales is a permission to choose which sales an employee can see:
All sales
My sales — in which the employee is a seller
Payroll Report allows you to choose what information an employee can see on wages:
For all employees — information about the calculated wages for all employees
My payroll only — only employee wages and their breakdown
Display payroll for - the ability to select the period for which the employee will see the payroll on their profile page in the "My payroll" section.
You can choose to display for all time, last year, last 6 months, last 3 months, and current month.
View contact and asset documents - allows you to select which documents an employee can view and edit on the Documents tab in the contact profile and the Orders tab in the asset dialog window.
All locations - the Documents tabs in the contact profile and the Orders tab in the asset dialog window display all contact documents.
Documents found on locations that are not accessible to this employee are displayed with no editing capability. In this case, only the General info tab is displayed in Work Orders and Estimates.
Only available locations - The Documents tabs in the contact profile and the Orders tab in the asset dialog window display only documents from locations that are available to this employee.
Contacts — this setting controls whether the list of all contacts in the system can be viewed on the “Contacts” page, as well as whether individual contacts can be viewed and edited, depending on the data in the “Manager” field.
All contacts — the employee can view and edit all contacts, regardless of whether they have an assigned manager.
My contacts — an employee can view and edit only contacts where they are assigned as the manager.
My contacts + Not assigned — an employee can view and edit only contacts where they are assigned as the manager and contacts without an assigned manager.
Please note that you will be able to view the list and add any clients to orders, inquiries, etc., regardless of which of the above contact viewing rights are set for your role. However, you will only be able to open a client profile if the client profile meets the selected access conditions.
For example, if a client in an order has a contact whose “Manager” is another employee, and your role only has access to “My contacts,” you will not be able to open that client's profile because you do not have sufficient access rights.
