Administration


[APIKeys]

API Key generation

Audit logs

Hidden admin function

Languages

Administration -> Languages

  • Changing texts

Changing the UI language

  • Creating new language

Creating new UI language

  • Deleting language

Deleting UI languages

  • Editing language

Editing existing UI languages

Organization Units

Hidden admin function

  • Managing members


  • Managing organization tree


Roles

Administration -> Roles

  • Creating new role


  • Deleting role


  • Editing role


Settings

Administration -> Settings

Subscription

Administration -> Subscription

Users

Administration -> Users

  • Changing permissions


  • Creating new user


  • Deleting user


  • Editing user


  • Login for users

Allow user to login as another.  Required for Kiosk access.

Visual Settings

Allow Custom CSS


Pages


[Can access client portal]

Access client quote portal.

[Credit notes]

Credit note functionality

[Merge Purchase Orders]

Merge PO functionality

Accounting

Access to Xero dashboard to send transactions to Xero

  • Settings

Changing default GL, tax and currency settings.

Assets


  • Add Or Edit Assets


Contacts


  • Add or Edit Client


Custom Fields

Administration -> Custom fields

Dashboard

Should be enabled for all roles.

Delivery Address

Manage the delivery address list used for purchase orders.

Document Template Management


Integrations

Change settings for WorkGuru integrations.

Invoices


  • Approve Invoices

Approve invoices to be sent to Xero.  If not ticked, draft only.

  • Edit Invoices


  • Queue Invoices/Payments to Accounting

Enables “Skip Send to Accounting” button to prevent invoices being sent to Xero via the Xero dashboard.

  • View All Users' Invoices

Toggle if the user can view all or only invoices for projects they are a manager of.

Product Management

Create and edit products

Products

Access the product list.

Project Templates


  • Add Or Edit Project Templates


Projects


  • [Add or edit recurring projects]


  • [Delete recurring projects]


  • AddOrEditProjects


  • Can See All Projects

Toggle project access based on task staff allocation.

  • Change Sell Price At Invoice Time

Override project pricing on invoices.

  • CompleteProject


  • 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

  • InvoiceProject


  • ProjectProfitWidgets

Show or hide project profitability widgets.

Purchases


  • Add or Edit Purchase Orders


  • Approve Purchase Orders

Approve POs.  If not ticked, draft only.

  • Queue Purchase Orders to Accounting

Enables “Skip Send to Accounting” button to prevent purchases being sent to Xero via the Xero dashboard.

  • Receive Purchase Orders


Recurring Projects

Create or edit recurring projects

Reports

Access to the reports page

Sales


  • Add or Edit Quotes


  • Can See All Quotes

Toggle if the user can view all or only invoices for quotes they are an owner of.

  • 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

  • Lead Settings

Administration -> Lead settings

Stock


  • Stock Adjustment

Recommend only select users have access

  • Stock Count


  • Stock Transfer


  • Warehouses


Stock Sales


Suppliers


  • Add or Edit Supplier


Task Management

Create and edit Tasks.

Team

Create teams of users for task assignments.

Timesheets


  • Allow to approve timesheets


  • Creating timesheets for other users

Allow managers to enter timesheets on behalf of other staff.