Permission lists

IT Mgr Practice Admin

Specific permissions can be set for pages, dashlets and functions within the system. See Assign pages and dashlet permissions.

A list of the specific requirements required for each area/action can be found below:

Admin menu permissions

Billing permissions

Client dashboard permissions

Client menu permissions

Contact dashboard permissions

Contact menu permissions

Data entry permissions

Data/API permissions list

Entry menu permissions

Job permissions

Portfolio menu permissions

Reporting folder permissions

Special permissions

Staff dashboard permissions

Staff menu permissions

Take on menu permissions