PER-SECTION PERMISSIONS
Whoever quotes doesn't need to see your collections.
Each person has ten permissions you turn on or off: Quotes, Approvals, Collections, Clients, Products, Reports, Settings, Payment settings, Refunds and Team. You start from a role (Admin, Rep or Read only) and fine-tune it. The permission decides the screen and the operation too: without Collections, a rep doesn't see Invoices or Payments, and can't operate them some other way.
- Admin, Rep and Read only as a starting point
- Ten permissions you adjust person by person
- The account owner always keeps full access
Quotes and manages clients/products; no access to settings or approvals.