| Accounting | Access to Xero dashboard to send transactions to Xero |
| Changing default GL, tax and currency settings. |
| Assets |
|
|
|
| Can Access Client Portal | Access the quote portal |
| Contacts |
|
|
|
- Can View Client Custom Pricing
|
|
| Credit Notes |
|
| Custom Fields | Administration -> Custom fields |
| Dashboard | Should be enabled for all roles. |
- Modify their Personal Dashboard
| Edit their own dashboard widgets. |
- Set Dashboard Defaults for Company
| Edit dashboard widgets for all users. |
| Delivery Address | Manage the delivery address list used for purchase orders. |
| Document Template Management |
|
| Forms | Access to create and manage forms. |
| Integrations | Connect and change settings for WorkGuru integrations. |
| Invoices |
|
| Approve invoices to be sent to Xero. If not ticked, draft only. |
|
|
- Queue Invoices/Payments to Accounting
| Enables “Skip Send to Accounting” button to prevent invoices being sent to Xero via the Xero dashboard. |
| Toggle if the user can view all or only invoices for projects they are a manager of. |
| Merge Purchase Orders | Allow merging of POs on PO dashboard. |
| Notifications | Enable notifications |
| Allow user to manage their notifications |
| Product Management | Create and edit products |
| Products | Access the product list. |
| Profile | Allow user to access their profile menu (top right corner) |
| Allow user to change their passwords |
- Change Profile Picture Modal
| Allow user to change their profile picture |
| Allow user change number of incorrect pw attempts |
- Manage Linked Accounts Modal
| Allow user to access multiple WorkGuru tenants via the one login. |
| Allow the user to update their profile info. |
| Project Templates | Allow project template dashboard |
- Add or Edit Project Templates
|
|
| Projects |
|
|
|
- Add or Edit Recurring Projects
|
|
| Toggle project access based on task staff allocation. |
- Can View Project Profit Widgets
| If enabled, user can only see progress widgets, no financials. |
- Change Sell Price At Invoice Time
| Override project pricing on invoices. |
|
|
- Delete Recurring Projects
|
|
- Edit Project Product Cost Price
| Allow/deny users to edit project product line cost pricing. |
- Edit Project Task Cost Price
| Allow/deny users to edit project task line cost pricing |
| Toggles visibility of the Quick Invoice button in the project's actions menu |
| Purchases |
|
- Add or Edit Purchase Orders
|
|
| Approve POs. If not ticked, draft only. |
- Print or Email Purchase Orders
| Toggles visibility of Print and Email buttons on the bottom of the PO details page. |
- Queue Purchase Orders to Accounting
| Enables “Skip Send to Accounting” button to prevent purchases being sent to Xero via the Xero dashboard. |
| Toggles visibility of the receive PO button. |
| Recurring Projects | Create or edit recurring projects |
| Reports | Access to the reports page (currently v2) |
|
|
|
|
|
- Custom Reports Category 1
|
|
- Custom Reports Category 2
|
|
- Custom Reports Category 3
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sales |
|
|
|
| Toggle if the user can view all or only invoices for quotes they are an owner of. |
- Can See Costs and Margin on Quotes
| Toggles visibility of the forecast cost and profit summary on quote. |
- Edit Quote Product Cost Price
| Allow/deny users to edit quote product line cost pricing. |
- Edit Quote Task Cost Price
| Allow/deny users to edit quote task line cost pricing |
| Administration -> Lead settings |
| Stock |
|
| Recommend only select users have access |
|
|
|
|
|
|
| Stock Sales |
|
| Stock Usage | Allow user access to "Use Materials" button on projects |
| Stock Usage Reversal | Allow user to reverse stock usage on projects. |
| Suppliers |
|
|
|
| Task Management | Create and edit Tasks. |
| Team | Create teams of users for task assignments. |
| Timesheet Entry | Allow user to enter time on projects |
- Can Add Timesheets To All Tasks
| Allow user to see all tasks on all projects regardless of staff allocation |
| Timesheet Management |
|
- Allow to approve timesheets
|
|
- Creating timesheets for other users
| Allow managers to enter timesheets on behalf of other staff. |
