KEY ✔ = View, Creation, Editing & Deletion RO = Read Only
FULL USER | TIMESHEET USER | |
| 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. | ||