KEY         ✔ = View, Creation, Editing & Deletion          RO = Read Only

Prospects / Clients
Opportunities / Jobs RO
Opportunities / Jobs via App RO RO
Estimates / Quotes RO
Estimates / Quotes via App RO RO
Activities / Attached Files 
Activities via App  RO RO
Purchase Orders  RO
Timesheet Entry via Browser
Timesheet Entry via App
Expense Entry / Approval via Browser
Expense Entry via App
Work Scheduling / Calendar Bookings RO
My Calendar Bookings
My Calendar Bookings via App
Invoicing  RO
Management & Sales Dashboard  
Personal Dashboard
Standard Reports   
Run Preconfigured Reports
Data Viewer (drag and drop report writer)   
Accounts System Integration   
System Administration  
Please Note: These are the access rights of each user type. User restrictions give more granular control over the features and data accessible to users. 

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