Administration
[APIKeys] | API Key generation |
Audit logs | Hidden admin function |
Languages | Administration -> Languages |
| Changing the UI language |
| Creating new UI language |
| Deleting UI languages |
| Editing existing UI languages |
Organization Units | Hidden admin function |
| |
| |
Roles | Administration -> Roles |
| |
| |
| |
Settings | Administration -> Settings |
Subscription | Administration -> Subscription |
Users | Administration -> 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 |
| Changing default GL, tax and currency settings. |
Assets | |
| |
Contacts | |
| |
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 to be sent to Xero. If not ticked, draft only. |
| |
| 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. |
Product Management | Create and edit products |
Products | Access the product list. |
Project Templates | |
| |
Projects | |
| |
| |
| |
| Toggle project access based on task staff allocation. |
| Override project pricing on invoices. |
| |
| Allow/deny users to edit project product line cost pricing. |
| Allow/deny users to edit project task line cost pricing |
| |
| Show or hide project profitability widgets. |
Purchases | |
| |
| Approve POs. If not ticked, draft only. |
| Enables “Skip Send to Accounting” button to prevent purchases being sent to Xero via the Xero dashboard. |
| |
Recurring Projects | Create or edit recurring projects |
Reports | Access to the reports page |
Sales | |
| |
| Toggle if the user can view all or only invoices for quotes they are an owner of. |
| Allow/deny users to edit quote product line cost pricing. |
| Allow/deny users to edit quote task line cost pricing |
| Administration -> Lead settings |
Stock | |
| Recommend only select users have access |
| |
| |
| |
Stock Sales | |
Suppliers | |
| |
Task Management | Create and edit Tasks. |
Team | Create teams of users for task assignments. |
Timesheets | |
| |
| Allow managers to enter timesheets on behalf of other staff. |