|
Module Name
|
Permissions
|
Account Journal
|
Account Journal
|
|
Permissions
|
Description
|
|
Allow read
|
Allows you to view the account journals.
|
|
Allow add new
|
Allows you to add a new account journal.
|
|
Allow update
|
Allows you to edit the existing account journals.
|
|
Allow delete
|
Allows you to delete an existing account journal.
|
|
Allow view details
|
Allows you to view details of the account journal.
|
|
User has selective permissions.
|
Accounts Payable
|
Accounts Payable
|
|
Permissions
|
Description
|
|
Allow add new
|
Allows you to add new A/P data.
|
|
Allow delete
|
Allows you to delete existing A/P data.
|
|
Allow read
|
Allows you to view the accounts payable data.
|
|
Allow update
|
Allows you to edit the existing A/P data.
|
|
Allow view details
|
Allows you to view the A/P details.
|
|
User has selective permissions.
|
Accounts Receivable
|
Accounts Receivable
|
|
Permissions
|
Description
|
|
Allow add new
|
Allows you to add new A/R data.
|
|
Allow delete
|
Allows you to delete existing A/R data.
|
|
Allow read
|
Allows you to view the accounts receivable data.
|
|
Allow update
|
Allows you to edit the existing A/R data.
|
|
User has no permissions.
|
Activity
|
Activity
|
|
Permissions
|
Description
|
|
Allow access to bill rate and cost rate
|
Allows you to view the Bill Rate and Cost Rate of activities.
|
|
Allow access to Custom Fields
|
Allows you to view the custom fields of activities.
|
|
Allow Activity Group Add New
|
Allows you to assign groups to the activity.
Allows you to create new activity groups.
|
|
Allow Activity Group Delete
|
Allows you to unassign groups to the activities.
Allows you to delete activity groups.
|
|
Allow Activity Group Read
|
Allows you to view the list of activity groups.
Allows you to view activity groups.
|
|
Activity Group Update
|
Allows you to assign and unassign groups to the activities.
Allows you to edit activity groups.
|
|
Allow Add New
|
Allows you to add a new activity item.
|
|
Allow Delete
|
Allows you to delete existing activity data.
|
|
Allow Print
|
Allows you to print the activity report.
|
|
Allow Read
|
Allows you to view the activity items.
|
|
Allow Update
|
Allows you to edit existing activity data.
|
|
disable access restrictions
|
Checked, it does not implement the Manage Access settings in this screen.
|
|
User has selective permissions.
|
Allocation and Forecasting
|
Allocation and Forecasting
|
|
Permissions
|
Description
|
|
Allow Access to Allocation of All Employees
|
Allows you to access allocated hours and units of all other employees.
|
|
Allow Add New
|
Allows adding new data.
|
|
Allow copy and paste
|
Allows copying and pasting data.
|
|
Allow Delete
|
Allows deleting the data.
|
|
Allow Print
|
Allows you to print allocation reports.
|
|
Allow Read
|
Allows viewing the allocations.
|
|
Allow Update
|
Allows you to edit the data.
|
|
Allow Update Memo
|
Allows you to update the memo.
|
|
Allow Update Percent Complete
|
Allows you to update the % Complete value for allocated tasks.
|
|
Allow View All Projects
|
Allows you to view all projects.
|
|
Disable Access restrictions
|
Checked, it does not implement the Manage Access settings in this screen.
|
|
Show amount
|
Allows you to view forecasting amount.
|
|
Show forecasting data
|
Allows you to view forecasting data.
|
|
User has all permissions.
|
Auto Complete
|
Auto Complete
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows adding new entries.
|
|
Allow Delete
|
Allows you to delete the data.
|
|
Allow Delete Shared
|
Allows you to remove the Shared status of entries.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
Allow Update Shared
|
Allows you to change the Shared status of entries.
|
|
User has all permissions.
|
Bank Account Journal
|
Bank Account Journal
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add a new bank account journal.
|
|
Allow Delete
|
Allows you to delete the data.
|
|
Allow Read
|
Allows you to view the data.
|
|
Allow Update
|
Allows you to edit the existing bank account journals.
|
|
Allow View Details
|
Allows you to view details of the journal.
|
|
User has all permissions.
|
Bill Payment
|
Bill Payment
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add new data.
|
|
Allow Delete
|
Allows you to delete the data.
|
|
Allow Discount Credits
|
Allows you to give discounts and apply credits.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows you to view the data.
|
|
Allow Update
|
Allows you to edit the data.
|
|
User has no permissions.
|
Billing
|
Billing
|
|
Permissions
|
Description
|
|
Allow Apply Discount
|
Allows applying a discount on the invoice.
|
|
Allow Apply Retainer
|
Allows applying a retainer amount to an invoice.
|
|
Allow Bill
|
Allows you to bill the invoices in the batch mode.
|
|
Allow Billing of Other
Manager's Projects
|
Allows you to bill projects of other managers.
|
|
Allow Create Draft Invoices
|
Allows you to create draft invoices.
|
|
Allow Print
|
Allows printing of the billing reports.
|
|
Allow Print/Process
|
Allows you to print and process the billing records.
|
|
Allow Read
|
Allows you to view the billing data.
|
|
Allow Update
|
Allows you to edit the billing data.
|
|
Disable Access restrictions
|
Checked, it does not implement the Manage Access settings in the Invoices screens.
|
|
View Expense Details
|
Allows you to view the expense details.
|
|
View Time Details
|
Allows you to view the time entry details.
|
|
User has all permissions.
|
Billing Schedule
|
Billing Schedule
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add a new billing schedule.
|
|
Allow Delete
|
Allows you to delete the data.
|
|
Allow Edit Billed
|
Allows you to edit billed records.
|
|
Allow Print
|
Allows you to print the billing schedule reports.
|
|
Allow Read
|
Allows you to view the billing schedules.
|
|
Allow Update
|
Allows you to edit the existing billing schedules.
|
|
User has selective permissions.
|
Budget
|
Budget
|
|
Permissions
|
Description
|
|
Allow access to custom fields
|
Allows you to access custom fields.
|
|
Allow access to data of all Employees
|
Allows you to access the budgets created by all employees.
|
|
Allow access to Employees I Manage
|
Allows you to access the budgets created by employees you manage.
|
|
Allow Add New
|
Allows you to add a new budget.
|
|
Allow Approve
|
Allows you to approve budgets.
|
|
Allow Delete
|
Allows you to delete a budget.
|
|
Allow Print
|
Allows printing of budget reports.
|
|
Allow Read
|
Allows viewing the budget data.
|
|
Allow Submit
|
Allows you to submit budgets.
|
|
Allow Update
|
Allows editing of budget data.
|
|
Allow Update Approved Budgets
|
Allows editing of budgets after they are approved.
|
|
Delete Budget Row
|
Allows deleting budget line items.
|
|
Disable Access restrictions
|
Checked, it does not implement the Manage Access settings in this screen.
|
|
Show Bill Rate
|
Allows you to view the bill rates of line items.
|
|
Show Cost Rate
|
Allows you to view the cost rates of line items.
|
|
User has selective permissions.
|
Business Activity Statements
|
Business Activity Statements
|
|
Permissions
|
Description
|
|
Allow New
|
Allows you to add new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows printing of statements and reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing of data.
|
|
User has no permissions.
|
Chart of Accounts
|
Chart of Accounts
|
|
Permissions
|
Description
|
|
Allow access to custom fields
|
Allows you to access custom fields.
|
|
Allow Add New
|
Allows you to create a new account.
|
|
Allow Delete
|
Allows deleting an account.
|
|
Allow Print
|
Allows you to print chart of accounts.
|
|
Allow Read
|
Allows viewing the account data.
|
|
Allow Update
|
Allows you to edit the chart of accounts.
|
|
User has all permissions.
|
Checks
|
Checks
|
|
Permissions
|
Description
|
|
Allow access to custom fields
|
Allows you access to custom fields.
|
|
Allow Add New
|
Allows you to write new checks.
|
|
Allow Alignment
|
Allows you to re-align checks.
|
|
Allow Delete
|
Allows you to delete existing checks.
|
|
Allow Print
|
Allows you to print checks.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows you to edit existing checks.
|
|
Disable access restrictions
|
Turns off Manage Access settings for this module.
|
|
User has no permissions.
|
Class
|
Class
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to enter new data.
|
|
Allow Delete
|
Allows you to delete the data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows you to view the data.
|
|
Allow Update
|
Allows you to edit the data.
|
|
User has all permissions.
|
Client
|
Client
|
|
Permissions
|
Description
|
|
Allow Access to Client Notes
|
Allows you to view the client notes.
|
|
Allow Access to Custom Fields
|
Allows you to access the custom fields.
|
|
Allow Add New
|
Allows adding a new client.
|
|
Allow Client Contact Delete
|
Allows deleting an existing client contact.
|
|
Allow Client Contact New
|
Allows adding a new client contact.
|
|
Allow Client Contact Read
|
Allows you to view the client contacts.
|
|
Allow Client Contact Update
|
Allows editing the details of a client contact.
|
|
Allow Client Group Add New
|
Allows you to assign groups to the clients.
Allows you to create new client groups.
|
|
Allow Client Group Delete
|
Allows you to unassign groups to the clients.
Allows you to delete client groups.
|
|
Allow Client Group Read
|
Allows you to view the list of client groups.
Allows you to view client groups.
|
|
Allow Client Group Update
|
Allows you to assign and unassign groups to the clients.
Allows you to edit client groups.
|
|
Allow Delete
|
Allows deleting a client record.
|
|
Allow Print
|
Allows printing client reports.
|
|
Allow Read
|
Allows viewing the client data.
|
|
Allow Update
|
Allows editing the client data.
|
|
Disable Access restrictions
|
Checked, it does not implement the Manage Access settings in this screen.
|
|
Show performance widgets
|
Allows you to view the Performance tab widgets and info bars.
|
|
User has selective permissions.
|
Cloud Feeds
|
Cloud Feeds
|
|
Permissions
|
Description
|
|
Allow access to assigned accounts only
|
Allows you to access feeds only for accounts assigned to you.
|
|
Allow Add New
|
Allows you to add a new cloud feed.
|
|
Allow Delete
|
Allows you to delete the data.
|
|
Allow Read
|
Allows you to view the data.
|
|
Allow Update
|
Allows you to edit the existing cloud feeds.
|
|
User has no permissions.
|
Company
|
Company
|
|
Permissions
|
Description
|
|
Allow Read
|
Allows you to view the company data.
|
|
Allow Update
|
Allows you to edit the company data.
|
|
User has all permissions.
|
Cost Pool
|
Cost Pool
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create a new cost pool.
|
|
Allow Delete
|
Allows deleting a cost pool.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the cost pool data.
|
|
Allow Update
|
Allows you to edit the cost pools.
|
|
User has all permissions.
|
Credit Card Payment
|
Credit Card Payment
|
|
Permissions
|
Description
|
|
Allow access to custom fields
|
Allows you to access custom fields.
|
|
Allow Add New
|
Allows you to add new credit card payments.
|
|
Allow Delete
|
Allows you to delete existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows you to view the data.
|
|
Allow Update
|
Allows you to edit existing data.
|
|
Disable access restrictions
|
Turns off Manage Access settings for this module.
|
|
User has all permissions.
|
Credit Memo
|
Credit Memo
|
|
Permissions
|
Description
|
|
Allow Access to custom fields
|
Allows you to access custom fields.
|
|
Allow Add New
|
Allows you to create new credit memos.
|
|
Allow Delete
|
Allows deleting an existing credit memo.
|
|
Allow Print
|
Allows you to print a credit memo.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
Disable Access restrictions
|
Checked, it does not implement the Manage Access settings in this screen.
|
|
User has all permissions.
|
CRM Campaign
|
CRM Campaign
|
|
Permissions
|
Description
|
|
Allow Access to all
|
Allows you to access all data.
|
|
Allow Access to custom fields
|
Allows you to access custom fields.
|
|
Allow Access to notes
|
Allows you to access notes.
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow email
|
Allows emailing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Campaign Status
|
CRM Campaign Status
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Campaign Type
|
CRM Campaign Type
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Commission Profile
|
CRM Commission Profile
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Competition
|
CRM Competition
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Email Template
|
CRM Email Template
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Follow-Up
|
CRM Follow-Up
|
|
Permissions
|
Description
|
|
Allow Access to all
|
Allows you to access all data.
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Industry
|
CRM Industry
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Lead
|
CRM Lead
|
|
Permissions
|
Description
|
|
Allow Access to all
|
Allows you to access all data.
|
|
Allow Access to custom fields
|
Allows you to access custom fields.
|
|
Allow Access to notes
|
Allows you to access notes.
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Delete email history
|
Allows deleting the email history.
|
|
Allow email
|
Allows emailing data.
|
|
Allow lead group Delete
|
Allows you to unassign groups to the leads.
Allows you to delete lead groups.
|
|
Allow lead group new
|
Allows you to assign groups to the leads.
Allows you to create new lead groups.
|
|
Allow lead group read
|
Allows you to view the list of lead groups.
Allows you to view lead groups.
|
|
Allow lead group update
|
Allows you to assign and unassign groups to the leads.
Allows you to edit lead groups.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Lead Source
|
CRM Lead Source
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Opportunity
|
CRM Opportunity
|
|
Permissions
|
Description
|
|
Allow Access to all
|
Allows you to access all data.
|
|
Allow Access to custom fields
|
Allows you to access custom fields.
|
|
Allow Access to notes
|
Allows you to access notes.
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow opportunity group Delete
|
Allows you to unassign groups to the opportunities.
Allows you to delete opportunity groups.
|
|
Allow opportunity group new
|
Allows you to assign groups to the opportunities.
Allows you to create new opportunity groups.
|
|
Allow opportunity group read
|
Allows you to view the list of opportunity groups.
Allows you to view opportunity groups.
|
|
Allow opportunity group update
|
Allows you to assign and unassign groups to the opportunities.
Allows you to edit opportunity groups.
|
|
Allow email
|
Allows emailing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
Allow Update closed amount
|
Allows editing of the amount.
|
|
Allow Update closed date
|
Allows editing of the date.
|
|
User has all permissions.
|
CRM Opportunity Stage
|
CRM Opportunity Stage
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Opportunity Type
|
CRM Opportunity Type
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Priority
|
CRM Priority
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Promotion
|
CRM Promotion
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Proposal
|
CRM Proposal
|
|
Permissions
|
Description
|
|
Allow Access to all
|
Allows you to access all data.
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Delete email history
|
Allows deleting the email history.
|
|
Allow email
|
Allows emailing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Proposal Template
|
CRM Proposal Template
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has no permissions.
|
CRM Prospect
|
CRM Prospect
|
|
Permissions
|
Description
|
|
Allow Access to all
|
Allows you to access all data.
|
|
Allow Access to custom fields
|
Allows you to access custom fields.
|
|
Allow Access to notes
|
Allows you to access notes.
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Delete email history
|
Allows deleting the email history.
|
|
Allow email
|
Allows emailing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow prospect contact Delete
|
Allows deleting contact data.
|
|
Allow prospect contact new
|
Allows you to create new contact data.
|
|
Allow prospect contact read
|
Allows viewing the contact data.
|
|
Allow prospect contact update
|
Allows editing the contact data.
|
|
Allow prospect group Delete
|
Allows you to unassign groups to the prospects.
Allows you to delete prospect groups.
|
|
Allow prospect group new
|
Allows you to assign groups to the prospects.
Allows you to create new prospect groups.
|
|
Allow prospect group read
|
Allows you to view the list of prospect groups.
Allows you to view prospect groups.
|
|
Allow prospect group update
|
Allows you to assign and unassign groups to the prospects.
Allows you to edit prospect groups.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Quote
|
CRM Quote
|
|
Permissions
|
Description
|
|
Allow Access to all
|
Allows you to access all data.
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow clone
|
Allows cloning existing data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
Show bill rate
|
Displays the bill rate.
|
|
Show cost rate
|
Displays the cost rate.
|
|
User has all permissions.
|
CRM Quote Template
|
CRM Quote Template
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
Show bill rate
|
Displays the bill rate.
|
|
Show cost rate
|
Displays the cost rate.
|
|
User has all permissions.
|
CRM Region
|
CRM Region
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Reseller
|
CRM Reseller
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Resource Library
|
CRM Resource Library
|
|
Permissions
|
Description
|
|
Allow Access to all
|
Allows you to access all data.
|
|
Allow Add New
|
Allows you to create new resource groups.
|
|
Allow Add New resource
|
Allows you to create new resource data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Delete resource
|
Allows deleting resource data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
Allow Update resource
|
Allows editing the resource data.
|
|
User has selective permissions.
|
CRM Sales Forecast
|
CRM Sales Forecast
|
|
Permissions
|
Description
|
|
Allow Access to others' data
|
Allows you to access the data of other CORE users.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
Note: The Sales Forecast security matches the Opportunities security for all profiles, including the custom profiles.
|
User has selective permissions.
|
CRM Sales Goal
|
CRM Sales Goal
|
|
Permissions
|
Description
|
|
Allow access to all
|
Allows you to access all data.
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Score
|
CRM Score
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM Source
|
CRM Source
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
CRM To-Do Type
|
CRM To-Do Type
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new data.
|
|
Allow Delete
|
Allows deleting existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
Currency
|
Currency
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add new data.
|
|
Allow Delete
|
Allows deleting the existing data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
Custom Field
|
Custom Field
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add new custom fields.
|
|
Allow Add New Custom List
|
Allows you to add new custom lists.
|
|
Allow Delete
|
Allows you to delete custom fields.
|
|
Allow Delete Custom List
|
Allows you to delete custom lists.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows you to view the data.
|
|
Allow Read Custom List
|
Allows you to view the custom lists.
|
|
Allow Update
|
Allows editing the existing custom fields.
|
|
Allow Update Custom List
|
Allows editing the existing custom lists.
|
|
User has all permissions.
|
Custom Label
|
Custom Label
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add new custom labels.
|
|
Allow Delete
|
Allows you to delete custom labels.
|
|
Allow Read
|
Allows you to view the data.
|
|
Allow Update
|
Allows editing the existing custom labels.
|
|
User has all permissions.
|
Dashboard
|
Dashboard
|
|
Permissions
|
Description
|
|
Account Balances
|
Allows you to view reconciled balances of your accounts.
|
|
Active Accounts
|
Allows you to view active accounts of your company.
|
|
Activity Performance
|
Allows you to view activity performance of your company for the year.
|
|
Aged Receivables
|
Allows you to view aged receivables of your company for the year.
|
|
Aging
|
Allows you to view the aging data of your company for the year.
|
|
Balance Sheet-Comparative
|
Allows you to view balance sheet of your company.
|
|
Billing
|
Allows you to view billing data of your company for the year.
|
|
Campaign ROI
|
Allows you to view campaign data of your company for the year.
|
|
Cash Flow
|
Allows you to view the cash flow of your company for the year.
|
|
Client Performance
|
Allows you to view client performance of your company for the year.
|
|
Current Opportunities
|
Allows you to view opportunities data of your company for the year.
|
|
Documents
|
Allows you to view the documents of your company for the year.
|
| Due Projects |
Allows you to view the projects due of your company for the year.
|
|
Earned Value
|
Allows you to view the earned value of your company for the year.
|
|
Employee Allocation
|
Allows you to view the employee allocation of your company for the year.
|
|
Employee Missing Time
|
Allows you to view employee time data of your company for the year.
|
|
Employee Performance
|
Allows you to view employee performance of your company for the year.
|
|
Expense Performance
|
Allows you to view expense performance of your company for the year.
|
| Expenses |
Allows you to view expenses of your company for the year.
|
| Funding Requirement |
Allows you to view funding data of your company for the year.
|
| Gross Margin By Client |
Allows you to view gross margin of your company for the year.
|
| Hours |
Allows you to view billing hours of your company for the year.
|
| HR Upcoming Reviews |
Allows you to view the upcoming performance reviews.
|
| Income |
Allows you to view income of your company for the year.
|
| Income vs. Expenses |
Allows you to view income and expenses of your company for the year.
|
| Money Owed |
Allows you to view money owed by your company for the year.
|
| Notes |
Allows you to view notes of your company for the year.
|
| Paid Time Off and Comp Hours |
Allows you to view PTO of your company for the year.
|
|
Profit and Loss-Comparative
|
Allows you to view profit and loss status of your company.
|
|
Project Allocation
|
Allows you to view project allocation for the year.
|
|
Project Allocation By Activity
|
Allows you to view project allocation by activity for the year.
|
|
Gross Margin By Project
|
Allows you to view project gross margin for the year.
|
|
Project Performance
|
Allows you to view project performance of your company for the year.
|
| Project Schedule |
Allows you to view project schedule data of your company for the year.
|
| Project Schedule by Allocation |
Allows you to view project schedule of your company for the year.
|
| Project Status |
Allows you to view project status of your company for the year.
|
| Reimbursables |
Allows you to view employee reimbursables of your company for the year.
|
| Retainer Balances |
Allows you to view retainer balances of your company for the year.
|
| RFI |
Allows you to view project RFI data of your company for the year.
|
| Sales Funnel |
Allows you to view sales data of your company for the year.
|
| Sales Goal Performance |
Allows you to view sales goals data of your company for the year.
|
| Sales Velocity |
Allows you to view sales data of your company for the year.
|
| Staff Effective Rates |
Allows you to view staff effective rates of your company for the year.
|
| Staff Utilization |
Allows you to view staff utilization of your company for the year.
|
| Staff Workload |
Allows you to view staff workload of your company for the year.
|
| Submittals |
Allows you to view project submittals data of your company for the year.
|
| Resource Allocation |
Allows you to view your resource allocation.
|
| Time Performance |
Allows you to view time performance of your company for the year.
|
| To-Dos |
Allows you to view to-dos of your company for the year.
|
| Top Opportunities |
Allows you to view sales opportunities data of your company for the year.
|
| Top Prospects |
Allows you to view prospect data of your company for the year.
|
| Trust Fund Balances |
Allows you to view trust fund balances.
|
| UnBilled Time |
Allows you to view unbilled time of your company for the year.
|
| Workflows |
Allows you to view workflow data of your company for the year.
|
|
User has all permissions.
|
Deposits
|
Deposits
|
|
Permissions
|
Description
|
|
Allow access to custom fields
|
Allows you to view custom fields.
|
|
Allow Add New
|
Allows you to make new deposits.
|
|
Allow Delete
|
Allows you to delete a deposit.
|
|
Allow Print
|
Allows you to print deposit slips.
|
|
Allow Read
|
Allows you to view the data.
|
|
Allow Update
|
Allows you to edit existing data.
|
|
User has selective permissions.
|
Documents
|
Documents
|
|
Permissions
|
Description
|
|
Allow Access to other Employee Files
|
Allows you to view the documents of all other employees.
|
|
Allow Add New
|
Allows you to add new documents.
|
|
Allow Delete
|
Allows you to delete documents.
|
|
Allow Print
|
Allows you to print documents.
|
|
Allow Read
|
Allows you to view the documents.
|
|
Allow Update
|
Allows you to edit the documents.
|
|
User has all permissions.
|
Drawing
|
Drawing
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add new drawings.
|
|
Allow Delete
|
Allows you to delete drawings.
|
|
Allow Print
|
Allows you to print drawings.
|
|
Allow Read
|
Allows you to view the drawings.
|
|
Allow Update
|
Allows you to edit the drawings.
|
|
User has all permissions.
|
Employee
|
Employee
|
|
Permissions
|
Description
|
|
Allow Access to Custom Fields
|
Allows you to access custom fields.
|
|
Allow Access to data of all Employees
|
Allows you to access data of all employees.
|
|
Allow Access to Employee Notes
|
Allows you to view employee notes.
|
|
Allow Access to Employees I Manage
|
Allows you to access the data of employees managed by you.
|
|
Allow Add New
|
Allows you to create a new employee.
|
|
Allow Delete
|
Allows deleting an existing employee.
|
|
Allow Employee Contact Delete
|
Allows deleting an existing employee contact.
|
|
Allow Employee Contact New
|
Allows you to create a new employee contact.
|
|
Allow Employee Contact Read
|
Allows you to view employee contact data.
|
|
Allow Employee Contact Update
|
Allows you to edit employee contacts.
|
|
Allow Employee Group Add New
|
Allows you to assign groups to the employee.
Allows you to create new employee groups.
|
|
Allow Employee Group Delete
|
Allows you to unassign groups to the employees.
Allows you to delete employee groups.
|
|
Allow Employee Group Print
|
Allows you to print the employee groups report.
|
|
Allow Employee Group Read
|
Allows you to view the list of employee groups.
Allows you to view employee groups.
|
|
Allow Employee Group Update
|
Allows you to assign and unassign groups to the employees.
Allows you to edit employee groups.
|
|
Allow Print
|
Allows you to print the employee report.
|
|
Allow Read
|
Allows viewing the employee data.
|
|
Allow Read Rate
|
Allows you to view bill rate and pay rate.
|
|
Allow Update
|
Allows editing the details of an employee.
|
|
Show birth date
|
Allows you to show the employee birth date on screen.
|
|
Show performance widgets
|
Allows you to view the Performance tab widgets and info bars.
|
|
Show Salary Amount
|
Allows you to show the employee salary on screen.
|
|
Show SSN
|
Allows you to show the employee social security number on screen.
|
|
User has selective permissions.
|
Manage Access
|
Manage Access
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to set up access restrictions.
|
|
Allow Delete
|
Allows you to delete the access restriction data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the access restriction data.
|
|
Allow to view all projects
|
Allows you to view all projects.
|
|
Allow Update
|
Allows editing the access restrictions settings.
|
|
User has selective permissions.
|
Estimate
|
Estimate
|
|
Permissions
|
Description
|
|
Allow Access to Custom Fields
|
Allows you to access custom fields.
|
|
Allow Access to data of all Employees
|
Allows you to access the estimates created by all employees.
|
|
Allow Access to Employees I Manage
|
Allows you to access the estimates created by employees managed by you.
|
|
Allow Add New
|
Allows you to create a new estimate.
|
|
Allow Approve
|
Allows you to approve estimates.
|
|
Allow Delete
|
Allows you to delete estimates.
|
|
Allow Print
|
Allows you to print an estimate report.
|
|
Allow Read
|
Allows viewing the estimate data.
|
|
Allow Submit
|
Allows you to submit estimates.
|
|
Allow Update
|
Allows editing the estimates.
|
|
Allow Update Approved Estimates
|
Allows you to update the estimates that are already approved.
|
|
Allow delete Estimate Row
|
Allows you to delete an estimate line item.
|
|
Disable Access restrictions
|
Checked, it does not implement the Manage Access settings in this screen.
|
|
Show Bill Rate
|
Allows you to view the bill rates of line items.
|
|
Show Cost Rate
|
Allows you to view the cost rates of line items.
|
|
User has selective permissions.
|
Event
|
Event
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create new calendar events.
|
|
Allow Delete
|
Allows you to delete calendar events.
|
|
Allow Read
|
Allows viewing the calendar events.
|
|
Allow Update
|
Allows editing the calendar events.
|
|
User has all permissions.
|
Event Attendee
|
Event Attendee
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add event attendees.
|
|
Allow Delete
|
Allows you to delete event attendees.
|
|
Allow Read
|
Allows viewing the event attendees.
|
|
Allow Update
|
Allows editing the event attendees.
|
|
User has all permissions.
|
Event Type
|
Event Type
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add new event types.
|
|
Allow Delete
|
Allows you to delete event types.
|
|
Allow Read
|
Allows viewing the event types.
|
|
Allow Update
|
Allows editing the event types.
|
|
User has all permissions.
|
Expense Item
|
Expense Item
|
|
Permissions
|
Description
|
|
Allow Read
|
Enables viewing the expense data on the screen.
|
|
Allow Update
|
Enables editing the details of the expense codes.
|
|
Allow Delete
|
Enables deleting expense codes. The Delete button is available.
|
|
Allow Add New
|
Enables adding new expense codes.
|
|
Allow Print
|
Enables you to print expense reports. The Print button is available.
|
|
Allow expense Group Read
|
Allows you to view the list of expense groups.
Allows you to view expense groups.
|
|
Allow expense Group Update
|
Allows you to assign and unassign groups to the expenses.
Allows you to edit expense groups.
|
|
Allow expense Group Delete
|
Allows you to unassign groups to the expenses.
Allows you to delete expense groups.
|
|
Allow expense Group Add New
|
Allows you to assign groups to the expense.
Allows you to create new expense groups.
|
|
Allow expense Group Print
|
Enables you to print expense group reports. The Print button of the Expense Groups screen is available.
|
|
Disable Access restrictions
|
Checked, it does not implement the Manage Access settings in this screen.
|
|
Access to Cost Rate and Markup
|
Allows access to cost rate and markup percentage.
|
|
Allow access to custom fields
|
Allows you to access Custom Fields for this screen.
|
|
User has selective permissions.
|
Expense Entry
|
Expense Entry
|
|
Permissions
|
Description
|
|
Allow Access Only to Entries of Projects I Manage
|
Allows you to access the expense entries of only those projects which you manage. You can also access expenses of the projects you are working on as an employee.
|
|
Allow Access to Custom Fields
|
Allows you to access the custom fields.
|
|
Allow Access to Employees I Manage
|
Allows access to expense entries of employees you manage.
|
|
Allow Access to Entries of all Employees
|
Allows access to expense entries of all employees.
|
|
Allow Add New
|
Allows you to enter and save a new expense.
|
|
Allow Adjust Date Beyond global settings Restriction
|
Allows entering a date beyond the date range specified in Settings.
|
|
Allow Approve My Entries
|
Allows you to approve your expense entries.
|
|
Allow Batch Change
|
Allows you to make batch changes to expense entries.
|
|
Allow Change Billable/Non-Billable
|
Allows changing the billable status of an expense entry.
|
|
Allow Copy and Paste
|
Allows copying and pasting of expense entries.
|
|
Allow Delete
|
Allows deleting an expense entry.
|
|
Allow Edit Approved Entry
|
Allows you to edit approved expense entries. By default, CORE does not allow editing of approved entries.
|
|
Allow Edit Billed Entry
|
Allows you to edit billed expense entries. By default, CORE does not allow editing of billed entries.
|
|
Allow Edit Classification
|
Allows you to edit a classification or add a new one.
|
|
Allow Edit Currency Multiplier
|
Allows you to change the currency multiplier for expenses.
|
|
Allow Edit Expense Description
|
Allows you to edit description of the expense entries.
|
|
Allow Edit Memos
|
Allows you to edit expense entry memos.
|
|
Allow Edit Submitted Entry
|
Allows you to edit a submitted expense entry.
|
|
Allow Mark Paid
|
Allows you to mark the expenses as paid.
|
|
Allow Read
|
Allows viewing the expense entries.
|
|
Allow Reimburse
|
Allows you to mark expenses as reimbursable.
|
|
Allow to Approve Entry
|
Allows you to approve expense entry.
|
|
Allow to Mark Entry as eXtra
|
Allows you to mark expense entries as extra.
|
|
Allow Update
|
Allows editing the expense entries.
|
|
Apply Project Assignments on Top of Access restrictions
|
Allows you to override the Manage Access settings with project assignments.
|
|
Disable Access restrictions
|
Checked, the Manage Access settings are not implemented in this screen.
|
|
Enable Sending Entries to Excel
|
Allows you to send or export expense entries to Microsoft Excel.
|
|
Limit Editing to Self Only
|
Allows you to edit only your own expense entries. However, you can approve/reject/forward entries of other employees.
|
|
Show Charge Amount
|
Allows you to see the charge amount for expenses.
|
|
Show Classification
|
Allows you to view the classification for an employee.
|
|
Show Cost
|
Allows you to see the per unit cost of an expense.
|
|
Show Cost Amount
|
Allows you to see the total cost amount of an expense.
|
|
Show Expense Account
|
Allows you to view the Expense Account associated with the expense entries.
|
|
Show Income Account
|
Allows you to view the Income Account associated with the expense entries.
|
|
Show Markup
|
Allows you to see the Markup field for expenses.
|
|
Show Submit Options when submitting Expense Entry
|
Allows you to see all the submit options while submitting expenses.
|
|
User has selective permissions.
|
Fee Schedule
|
Fee Schedule
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create a new fee schedule.
|
|
Allow Delete
|
Allows you to delete a fee schedule.
|
|
Allow Delete expense line
|
Allows you to delete an expense line item.
|
|
Allow Delete service line
|
Allows you to delete a service line item.
|
|
Allow Print
|
Allows you to print a fee schedule report.
|
|
Allow Read
|
Allows viewing the fee schedules.
|
|
Allow Update
|
Allows editing the fee schedules.
|
|
Disable Access restrictions
|
Checked, it does not implement the Manage Access settings in this screen.
|
|
Show bill rate
|
Allows you to see the bill rate data.
|
|
Show cost rate
|
Allows you to see the cost rate data.
|
|
User has selective permissions.
|
Financial Budget
|
Financial Budget
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add new financial budgets.
|
|
Allow Delete
|
Allows deleting existing financial budgets.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the financial budgets.
|
|
Allow Update
|
Allows editing existing financial budgets.
|
|
User has all permissions.
|
Fund Transfer
|
Fund Transfer
|
|
Permissions
|
Description
|
|
Allow access to custom fields
|
Allows you to view custom fields.
|
|
Allow Add New
|
Allows you to transfer funds between accounts.
|
|
Allow Delete
|
Allows deleting an existing fund transfer record.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the fund transfers.
|
|
Allow Update
|
Allows editing existing fund transfers.
|
|
User has no permissions.
|
General Journal
|
General Journal
|
|
Permissions
|
Description
|
|
Allow access to custom fields
|
Allows you to view custom fields.
|
|
Allow Add New
|
Allows you to add new journal entries.
|
|
Allow Clone
|
Allows you to clone or copy journal entries.
|
|
Allow Delete
|
Allows you to delete journal entries.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows you to view the journal entries.
|
|
Allow Reverse
|
Allows you to reverse journal entries.
|
|
Allow Update
|
Allows you to edit journal entries.
|
|
User has no permissions.
|
Settings
|
Settings
|
|
Permissions
|
Description
|
|
Allow Read
|
Allows viewing the settings.
|
|
Allow Restore
|
Allows you to restore the settings.
|
|
Allow Update
|
Allows editing of settings.
|
|
User has selective permissions.
|
Settings-Cloud Storage
|
Settings-Cloud Storage
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add new document destinations.
|
|
Allow Delete
|
Allows you to delete document destinations.
|
|
Allow Read
|
Allows viewing the document destinations.
|
|
Allow Update
|
Allows editing of document destinations..
|
|
User has all permissions.
|
HR Benefit Assignment
|
HR Benefit Assignment
|
|
Permissions
|
Description
|
|
Allow Access to Self-Record
|
Allows viewing your own data.
|
|
Allow Add New
|
Allows adding new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has selective permissions.
|
HR Benefit List
|
HR Benefit List
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows adding new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
HR Benefit Usage
|
HR Benefit Usage
|
|
Permissions
|
Description
|
|
Allow Access to Self-Record
|
Allows viewing your own data.
|
|
Allow Add New
|
Allows adding new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has selective permissions.
|
HR Employee Incident
|
HR Employee Incident
|
|
Permissions
|
Description
|
|
Allow Access to Self-Record
|
Allows viewing your own data.
|
|
Allow Add New
|
Allows adding new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has selective permissions.
|
HR Employee Journal
|
HR Employee Journal
|
|
Permissions
|
Description
|
|
Allow Access to Self-Record
|
Allows viewing your own data.
|
|
Allow Add New
|
Allows adding new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has selective permissions.
|
HR Employee Review
|
HR Employee Review
|
|
Permissions
|
Description
|
|
Allow Access to assigned reviews
|
Allows viewing your assigned data.
|
|
Allow Access to Self-Record
|
Allows viewing your own data.
|
|
Allow Add New
|
Allows adding new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has selective permissions.
|
HR Employee Termination
|
HR Employee Termination
|
|
Permissions
|
Description
|
|
Allow Access to Self-Record
|
Allows viewing your own data.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has selective permissions.
|
HR Forms
|
HR Forms
|
|
Permissions
|
Description
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
HR Incident Type
|
HR Incident Type
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows adding new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
HR Journal Status
|
HR Journal Status
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows adding new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
HR Journal Type
|
HR Journal Type
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows adding new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
HR Question
|
HR Question
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows adding new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
HR Question Type
|
HR Question Type
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows adding new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
HR Review Template
|
HR Review Template
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows adding new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has all permissions.
|
HR Salary History
|
HR Salary History
|
|
Permissions
|
Description
|
|
Allow Access to salary history of employees I manage
|
Allows viewing the data of employees you manage.
|
|
Allow Access to Self-Record
|
Allows viewing your own data.
|
|
Allow Add New
|
Allows adding new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the data.
|
|
User has selective permissions.
|
Integration
|
Integration
|
|
Permissions Description
|
|
Allow company integrations
|
Allows you to sync data at the company level with applications such as Xero, MYOB AccountRight and QuickBooks Online.
|
|
Allow Get
|
Allows you to get data from your accounting program into CORE.
|
|
Allow individual integrations
|
Allows you to sync data at the individual level with applications such as Office 365.
|
|
Allow Send
|
Allows you to send data from CORE to your accounting program.
|
|
Allow Sync Settings
|
Allows you to access the Sync Settings screen for your accounting program.
|
|
User has all permissions.
|
Invoices
|
Invoices
|
|
|
Permissions
|
Description
|
|
Allow Access to Custom Fields
|
Allows you to access the custom fields.
|
|
Allow Access to Data of All Employees
|
Allows you to access the invoices of all employees.
|
|
Allow access to edit a finalized invoice
|
Allows you to edit finalized invoices.
|
|
Allow access to invoice editor
|
Allows you to access the editor for draft invoices.
|
|
Allow Approve
|
Allows you to approve an invoice.
|
|
Allow Change Invoice Date
|
Allows you to change the invoice date before posting invoices.
|
|
Allow Change Invoice Number
|
Allows you to change the invoice number of an un-printed invoice.
|
|
Allow Edit Memo
|
Allows you to edit the invoice memo.
|
|
Allow Editing of Posted Invoices
|
Allows you to edit invoices marked as posted.
|
|
Allow Editing of Approved Invoices
|
Allows you to edit approved invoices. By default, approved invoices are not editable.
|
|
Allow Email Invoices
|
Allows you to send invoices via email.
|
|
Allow Print
|
Allows you to print invoices.
|
|
Allow Read
|
Allows viewing the invoice data.
|
|
Allow to Create Late Fee Invoices
|
Allows creating late fee invoices.
|
|
Allow to Delete Draft Invoices
|
Allows you to delete draft invoices.
|
|
Allow to Delete Invoices
|
Allows you to delete invoices.
|
|
Allow to Delete Posted Invoices
|
Allows you to delete invoices that are posted.
|
|
Allow to Post Invoices
|
Allows you to post invoices.
|
|
Allow to Void Invoices
|
Allows you to void invoices.
|
|
Allow Update
|
Allows editing the invoices.
|
|
Disable Access restrictions
|
Checked, it does not implement the Manage Access settings in this screen.
|
|
User has selective permissions.
|
Message
|
Message
|
|
Permissions
|
Description
|
|
Allow Delete
|
Allows deleting the messages.
|
|
Allow Read
|
Allows viewing the messages.
|
|
Allow Send Messages
|
Allows you to send messages within the CORE network.
|
|
User has all permissions.
|
Note Category
|
Note Category
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add new notes category.
|
|
Allow Delete
|
Allows deleting the notes category.
|
|
Allow Print
|
Allows printing the notes category report.
|
|
Allow Read
|
Allows viewing the notes categories.
|
|
Allow Update
|
Allows editing the notes category.
|
|
User has all permissions.
|
Notes
|
Notes
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add new notes.
|
|
Allow Delete
|
Allows deleting the notes.
|
|
Allow Print
|
Allows printing the notes.
|
|
Allow Read
|
Allows viewing the notes.
|
|
Allow to View All Project Notes
|
Allows viewing the notes of all projects.
|
|
Allow Update
|
Allows editing the notes.
|
|
User has all permissions.
|
Overtime Calculator
|
Overtime Calculator
|
|
Permissions
|
Description
|
|
Allow Read
|
Allows you to view the overtime data.
|
|
Allow Update
|
Allows you to edit the overtime calculations.
|
|
Allow Update Other Employees' Time Entries
|
Allows you to edit the time entries of other employees.
|
|
User has all permissions.
|
Payment
|
Payment
|
|
Permissions
|
Description
|
|
Allow Access to custom fields
|
Allows you to access custom fields.
|
|
Allow Access to Data of all Employees
|
Allows access to payment data of all employees.
|
|
Allow Add New
|
Allows you to record a new payment.
|
|
Allow Apply Payments via Credit Card
|
Allows you to apply payments via credit cards.
|
|
Allow Delete
|
Allows deleting the payment.
|
|
Allow Print
|
Allows printing the payment reports.
|
|
Allow Read
|
Allows viewing the payment data.
|
|
Allow Update
|
Allows editing the payment data.
|
|
Allow Void Payment
|
Allows you to void the payments.
|
|
Disable Access Restrictions
|
Checked, it does not implement the Manage Access settings in this screen.
|
|
User has selective permissions.
|
Personal Time Off
|
Personal Time Off
|
|
Permissions
|
Description
|
|
Allow Access to Employees I Manage
|
Allows you to access the PTO data of employees you manage.
|
|
Allow Access to Data of all Employees
|
Allows you to access the PTO data of all employees.
|
|
Allow Add New
|
Allows you to add new PTO data.
|
|
Allow Approve/Unapprove/ Reject
|
Allows you to approve, un-approve or reject the personal time off requests.
|
|
Allow Delete
|
Allows you to delete PTO data.
|
|
Allow Edit Approved Entry
|
Allows you to edit approved PTO entries.
|
|
Allow Print
|
Allows you to print the personal time off report.
|
|
Allow Read
|
Allows viewing the PTO data.
|
|
Allow Update
|
Allows you to edit PTO entries.
|
|
User has selective permissions.
|
Project
|
Project
|
|
Permissions
|
Description
|
|
Allow Access to Custom Fields
|
Allows you to access the custom fields.
|
|
Allow Access to Other Manager's Data
|
Allows you to access project information of other managers.
|
|
Allow Access to Project Notes
|
Allows you to access project notes.
|
|
Allow Access to Transaction History
|
Allows you to access the project's transaction history.
|
|
Allow Add New
|
Allows adding a new project.
|
|
Allow Delete
|
Allows deleting a project.
|
|
Allow Edit Project Accounts
|
Allows you to edit project-level accounts.
|
|
Allow Edit Project Class
|
Allows you to edit project-level classes.
|
|
Allow Merge
|
Allows you to merge projects.
|
|
Allow Print
|
Allows you to print project reports.
|
|
Allow Project Group Add New
|
Allows you to assign groups to the projects.
Allows you to create new project groups.
|
|
Allow Project Group Delete
|
Allows you to unassign groups to the projects.
Allows you to delete project groups.
|
|
Allow Project Group Read
|
Allows you to view the list of project groups.
Allows you to view project groups.
|
|
Allow Project Group Update
|
Allows you to assign and unassign groups to the projects.
Allows you to edit project groups.
|
|
Allow Read
|
Allows viewing the project information.
|
|
Allow Set Billing Information
|
Allows setting the billing information of projects.
|
|
Allow Update
|
Allows editing the project information.
|
|
Allow View Accounts
|
Enables you to view accounts of projects.
|
|
Disable Access restrictions
|
Checked, it does not implement the Manage Access settings in this screen.
|
|
Show billing options
|
Allows you to view the Billing Options tab.
|
|
Show Contract Amount
|
Allows you to view the contract amount for a project.
|
|
Show performance widgets
|
Allows you to view the Performance tab widgets and info bars.
|
|
User has selective permissions.
|
Project Assignments
|
Project Assignments
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to set up project assignments.
|
|
Allow Delete
|
Allows deleting the project assignments.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the project assignments.
|
|
Allow to view all Projects
|
Allows you to view all projects.
|
|
Allow Update
|
Allows editing the project assignments.
|
|
User has selective permissions.
|
Project Template
|
Project Template
|
|
Permissions
|
Description
|
|
Allow access to custom fields
|
Allows you to view custom fields.
|
|
Allow Add New
|
Allows you to set up project templates.
|
|
Allow Delete
|
Allows deleting the project templates.
|
|
Allow Read
|
Allows viewing the project templates.
|
|
Allow Update
|
Allows editing the project templates.
|
|
User has selective permissions.
|
Purchase Order
|
Purchase Order
|
|
Permissions
|
Description
|
|
Allow access to custom fields
|
Allows you to view custom fields.
|
|
Allow Add New
|
Allows you to create a new purchase order.
|
|
Allow Approve
|
Allows you to approve a purchase order.
|
|
Allow Delete
|
Allows deleting a purchase order.
|
|
Allow Edit Approved
|
Allows you to edit entries after they are approved. By default, the approved entries are not editable.
|
|
Allow Print
|
Allows you to print purchase order reports.
|
|
Allow Read
|
Allows viewing the purchase orders.
|
|
Allow Receive Items
|
Allow you to receive items ordered.
|
|
Allow Submit
|
Allows you to submit a purchase order.
|
|
Allow Update
|
Allows you to edit PO information.
|
|
Allow View Transaction History
|
Allows you to access the transaction history of purchase orders.
|
|
Disable Access restrictions
|
Checked, it does not implement the Manage Access settings in this screen.
|
|
User has all permissions.
|
Reconcile
|
Reconcile
|
|
Permissions
|
Description
|
|
Allow New
|
Allows you to enter new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print a reconciliation report.
|
|
Allow Read
|
Allows you to view data.
|
|
Allow Update
|
Allows you to edit data.
|
|
User has no permissions.
|
Recurring Invoice
|
Recurring Invoice
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to create a new recurring/memorized invoice.
|
|
Allow Delete
|
Allows deleting the recurring/memorized invoices.
|
|
Allow Read
|
Allows viewing the data.
|
|
Allow Update
|
Allows editing the recurring/memorized invoices.
|
|
User has selective permissions.
|
Reminder
|
Reminder
|
|
Permissions
|
Description
|
|
Allow Read
|
Allows viewing the reminders.
|
|
Allow Update
|
Allows editing the reminders.
|
|
User has all permissions.
|
Reports
|
Reports
|
|
Permissions
|
Description
|
|
Allow Access to all scheduled Reports
|
Allows you to view all scheduled reports.
|
|
Allow Access to Custom Reports
|
Allows you to view custom reports.
|
|
Allow Add New
|
Allows adding memorized and scheduled reports.
|
|
Allow Delete
|
Allows deleting filters and memorized reports.
|
|
Allow Read
|
Allows viewing the reports.
|
|
Allow Update
|
Allows you to edit filters and memorized reports.
|
|
Disable Access restrictions
|
Checked, it does not implement the Manage Access settings in this screen.
|
|
Show bill rates on reports
|
Allows you to see bill rates on reports.
|
|
Show Budget/Estimate Cost Rates on Reports
|
Allows you to see cost rates of budgets and estimates on reports.
|
|
Show charge amount on reports
|
Allows you to see the charge amounts on reports.
|
|
Show Expense Entry Cost Rates on Reports
|
Allows you to see cost rates of expense entries on reports.
|
|
Show Master Records Cost Rates on Reports
|
Allows you to see cost rates of master records on reports.
|
|
Show Time Entry Cost Rates on Reports
|
Allows you to see cost rates of time entries on reports.
|
|
User has all permissions.
|
Retainers
|
Retainers
|
|
Permissions
|
Description
|
|
Allow delete retainer invoice
|
Allows deleting retainer invoices.
|
|
Allow update
|
Allows you to edit data.
|
|
User has all permissions.
|
Reviewer
|
Reviewer
|
|
Permissions
|
Description
|
|
Allow apply filters
|
Allows you to apply filters. It enables the filter panel as well as the system filters.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows you to view the time and expense data.
|
|
Allow Update
|
Allows you to edit the time and expense data.
|
|
Allow Update Rates
|
Allows you to edit the rates of entries.
|
|
Allow View Time and Expense only for the Projects I Manage
|
Allows you to view time and expense entries only for the projects you manage.
|
|
Restrict Employee and Vendor List to the ones I Manage
|
Allows you to restrict the employee and vendor lists to the ones you manage.
|
|
Show submit options when submitting entry
|
Allows you to access submit options.
|
|
User has selective permissions.
|
RFI
|
RFI
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows you to view data.
|
|
Allow Update
|
Allows you to edit data.
|
|
User has all permissions.
|
Security
|
Security
|
|
Permissions
|
Description
|
|
Allow Delete
|
Allows you to delete security settings.
|
|
Allow Read
|
Allows viewing the security settings of users.
|
|
Allow Update
|
Allows editing the security settings of users.
|
|
Allow print
|
Allows printing the security settings of users.
|
|
User has selective permissions.
|
Statements
|
Statements
|
|
Permissions
|
Description
|
|
Allow email statements
|
Allows you to email statements.
|
|
Allow print
|
Allows printing the statements.
|
|
User has all permissions.
|
Submittal
|
Submittal
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows you to view data.
|
|
Allow Update
|
Allows you to edit data.
|
|
User has all permissions.
|
Terms
|
Terms
|
|
Permissions
|
Description
|
|
Allow Add New
|
Allows you to add new data.
|
|
Allow Delete
|
Allows you to delete data.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows you to view data.
|
|
Allow Update
|
Allows you to edit data.
|
|
User has selective permissions.
|
Time Entry
|
Time Entry
|
|
Permissions
|
Description
|
|
Allow Access Only to Entries of Projects I Manage
|
Allows you to access the time entries of only those projects which you manage. You can also access time entries of the projects you are working on as an employee.
|
|
Allow Access to Custom Fields
|
Allows you to access the custom fields.
|
|
Allow Access to Employees I Manage
|
Allows access to time entries of employees you manage.
|
|
Allow Access to Entries of all Employees
|
Allows access to time entries of all employees.
|
|
Allow Access to Time Entry
|
Allows you to access the Time Entries screen.
|
|
Allow Access to Time Card
|
Allows you to access the Time Card screen.
|
|
Allow Add New
|
Allows you to make and save a new time entry.
|
|
Allow Adjust Date Beyond global settings Restriction
|
Allows entering a date beyond the date range specified in Settings.
|
|
Allow Approve My Entries
|
Allows you to approve your time entries.
|
|
Allow Batch Change
|
Allows you to make batch changes to time entries.
|
|
Allow Change Billable/Non-Billable
|
Allows changing the billable status of a time entry.
|
|
Allow Copy and Paste
|
Allows copying and pasting of time entries.
|
|
Allow Delete
|
Allows deleting a time entry.
|
|
Allow Edit Activity Description
|
Allows you to edit description of the time entries.
|
|
Allow Edit Amount
|
Allows you to edit the time entry amount.
|
|
Allow Edit Approved Entry
|
Allows you to edit approved time entries. By default, CORE does not allow editing of approved entries.
|
|
Allow Edit Billed Entry
|
Allows you to edit billed time entries. By default, CORE does not allow editing of billed entries.
|
|
Allow Edit Classification
|
Allows you to edit a classification or add a new one.
|
|
Allow Edit Memos
|
Allows you to edit time entry memos.
|
|
Allow Edit Submitted Entry
|
Allows you to edit a submitted time entry.
|
|
Allow mark paid
|
Allows you to mark the time as paid.
|
|
Allow Mark Time Entry as Overtime
|
Allows you to mark the time as overtime.
|
|
Allow Print
|
Allows you to print reports.
|
|
Allow Read
|
Allows viewing the time entries.
|
|
Allow to Approve Entry
|
Allows you to approve time entry.
|
|
Allow to Mark Entry as eXtra
|
Allows you to mark time entries as extra.
|
|
Allow Update
|
Allows editing the time entries.
|
|
Allow Update actual hours for other employees
|
Allows editing the Actual Hours of other employees' time entries.
|
|
Allow update rates
|
Allows editing the rates of time entries.
|
|
Allow Project Assignments on Top of Access restrictions
|
Allows you to override the Manage Access settings with Project Assignments.
|
|
Disable Access restrictions
|
Checked, the Manage Access settings are not implemented in this screen.
|
|
Enable Sending Entries to Excel
|
Allows you to send or export time entries to Microsoft Excel.
|
|
Limit Editing to Self Only
|
Allows you to edit only your own time entries. However, you can approve/reject/forward entries of other employees.
|
|
Show Amount
|
Allows you to see the amount for time entries.
|
|
Show Bill Rates and Cost Rates
|
Allows you to see the bill and cost rates for time entries.
|
|
Show Classification
|
Allows you to view the classification for an employee.
|
|
Show Cost Rate
|
Allows you to see the per hour cost rate.
|
|
Show Expense Account
|
Allows you to view the Expense Account associated with the time entries.
|
|
Show Income Account
|
Allows you to view the Income Account associated with the time entries.
|
|
Show Submit Options when submitting Time Entry
|
Allows you to see all the submit options while submitting time entries.
|
|
Show WUD
|
Allows you to see the WUD field for time entries.
|
|
User has selective permissions.
|
Timer
|
Timer
|
|
Permissions
|
Description
|
|
Allow Access to data of all Employees
|
Allows access to time entries of all employees.
|
|
Allow Add New
|
Allows you to make and save a new time entry.
|
|
Allow Adjust Time
|
Allows adjusting the time entry.
|
|
Allow Delete
|
Allows deleting a time entry.
|
|
Allow Log Time
|
Allows you to log your time entries.
|
|
Allow Multiple Timers
|
Allows you to run multiple timers.
|
|
Allow Read
|
Allows viewing the time entries.
|
|
Allow Run Timer
|
Allows running the timer.
|
|
Allow to Change Billable/Non-Billable
|
Allows changing the billable status of a time entry.
|
|
Allow Update
|
Allows editing the time entries.
|
|
Apply Project Assignments on Top of Access restrictions
|
Allows you to override the Manage Access settings with Project Assignments.
|
|
Disable Access restrictions
|
Checked, the Manage Access settings are not implemented in this screen.
|
|
Limit Editing to Self Only
|
Allows you to edit only your own time entries. However, you can approve/reject/forward entries of other employees.
|
|
User has selective permissions.
|
To-Do List
|
To-Do List
|
|
Permissions
|
Description
|
|
Allow Access to custom fields
|
Allows you to view custom fields data.
|
|
Allow Access to data of all Employees
|
Allows you to access data of all employees.
|
|
Allow Add New
|
Allows you to add new to-dos.
|
|
Allow Delete
|
Allows deleting the to-dos.
|
|
Allow Print
|
Allows printing the reports.
|
|
Allow Read
|
Allows viewing the to-do lists.
|
|
Allow Update
|
Allows editing the to-dos.
|
|
Allow clone
|
Allows cloning the to-dos.
|
|
User has all permissions.
|
User Settings
|
User Settings
|
|
Permissions
|
Description
|
|
Allow read
|
Allows you to access the user settings.
|
|
Allow update
|
Allows editing the user settings.
|
|
User has all permissions.
|
Vendor
|
Vendor
|
|
Permissions
|
Description
|
|
Allow Access to Custom Fields
|
Allows you to access custom fields.
|
|
Allow Access to data of all Vendors
|
Allows you to access data of all vendors.
|
|
Allow Access to Vendor Notes
|
Allows you to view vendor notes.
|
|
Allow Add New
|
Allows you to create a new vendor.
|
|
Allow Delete
|
Allows deleting an existing vendor.
|
|
Allow Print
|
Allows you to print the vendor reports.
|
|
Allow Read
|
Allows viewing the vendor data.
|
|
Allow Read Rate
|
Allows you to view bill rate and pay rate.
|
|
Allow Update
|
Allows editing the details of a vendor.
|
|
Allow Vendor Contact Delete
|
Allows deleting an existing vendor contact.
|
|
Allow Vendor Contact New
|
Allows you to create a new vendor contact.
|
|
Allow Vendor Contact Read
|
Allows you to view vendor contact data.
|
|
Allow Vendor Contact Update
|
Allows you to edit vendor contacts.
|
|
Allow Vendor Group Add New
|
Allows you to assign groups to the vendor.
Allows you to create new vendor groups.
|
|
Allow Vendor Group Delete
|
Allows you to unassign groups to the vendors.
Allows you to delete vendor groups.
|
|
Allow Vendor Group Print
|
Allows you to print the vendor groups report.
|
|
Allow Vendor Group Read
|
Allows you to view the list of vendor groups.
Allows you to view vendor groups.
|
|
Allow Vendor Group Update
|
Allows you to assign and unassign groups to the vendors.
Allows you to edit vendor groups.
|
|
Show performance widgets
|
Allows you to view the Performance tab widgets and info bars.
|
|
Show Tax ID
|
Allows you to view the tax ID of vendors.
|
|
User has selective permissions.
|
Vendor Bill
|
Vendor Bill
|
|
Permissions
|
Description
|
|
Allow Access to custom fields
|
Allows you to access custom fields data.
|
|
Allow Add New
|
Allows you to create new vendor bills.
|
|
Allow Approve
|
Allows you to approve vendor bills.
|
|
Allow Delete
|
Allows deleting a vendor bill.
|
|
Allow Edit Approved
|
Allows you to edit vendor bills after they are approved. By default, the approved entries are not editable.
|
|
Allow Import
|
Allows you to import time and expense data into the screen.
|
|
Allow Print
|
Allows you to print vendor bill reports.
|
|
Allow Read
|
Allows viewing the vendor bills.
|
|
Allow Submit
|
Allows you to submit vendor bills.
|
|
Allow Update
|
Allows you to edit vendor bill information.
|
|
Apply Project Assignments on top of Access restrictions
|
Allows you to override the Manage Access settings with those of Assignments. This setting applies to activities and expenses only.
|
|
Disable Access restrictions
|
Checked, it does not implement the Manage Access settings on this screen.
|
|
Show bill rate
|
Allows you to view the vendor bill rate.
|
|
User has selective permissions.
|
Vendor Credit
|
Vendor Credit
|
|
Permissions
|
Description
|
|
Allow Access to custom fields
|
Allows you to access custom fields data.
|
|
Allow Add New
|
Allows you to add new vendor credit information.
|
|
Allow Delete
|
Allows you to delete existing vendor credit details.
|
|
Allow Print
|
Allows printing the vendor credits.
|
|
Allow Read
|
Allows you to view the data.
|
|
Allow Update
|
Allows you to edit data.
|
|
User has no permissions.
|
