1. CORE Help Center
  2. Getting Started
  3. CORE Settings
  4. Settings
  5. Access & Permissions
  6. Security

Security Permission Details

Updated

BQE CORE allows you to assign security profiles to users to determine the security permissions and access level they have. Below is a list of the default security profiles and the details of their security permissions. Expand any of the profiles to see the modules for which the user has all, selective, or no permissions. Each of the module names is preceded by one of these symbols to indicate the level of access:

  • ✔ - Indicates the user has all permissions
  • ✔ - Indicates the user has selective permissions
  • ✖ - Indicates the user has no permissions

Further, you can click on a module name to get the detailed list of security permissions (options) for that module and whether it is checked or unchecked in the profile. Note that security options marked by an asterisk (*) are restrictive and if they are checked, it indicates access is restricted for the user. This is why these permissions are unchecked by default on the Full Access profile.

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

Related to:

Related articles