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User Access Permissions: Access to documents
User Access Permissions: Access to documents

Find out what each permission corresponds to in the Leads, Work Orders, Sales, and Payroll Report blocks

Xenia avatar
Written by Xenia
Updated this week

Leads allows you to choose which leads an employee can see:

  • All leads

  • My leads — 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 client and asset documents - allows you to select which documents an employee can view and edit on the Documents tab in the client profile and the Orders tab in the asset dialog window.

  • All locations - the Documents tabs in the client profile and the Orders tab in the asset dialog window display all client 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 client profile and the Orders tab in the asset dialog window display only documents from locations that are available to this employee.

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