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This permission encompasses adding, modifying and removing event details. In addition, it also includes allocation of people & resources to events.
This permission level also incorporates the following other access levels;
- View
- View All
- Roster
Client information
There are a few ways access to client information can be given to users;
- By allowing access via the 'Clients' permissions - this gives access to the full clients list, client profile pages and so-on.
- By allowing access via the 'Event clients' permissions;
- View only; this limits access only to clients an event is associated with
- Select clients & add contacts; Users whom can modify event details will be able to search and select clients (and client-contacts) for use with events. New client-contacts can be added if required, although existing contacts can't be edited.
- By allowing access via the 'cog' icon (next to the 'Event clients' permission)
- This allows access only to the fields which are selected - eg. the client name, or billing rate (eg. to allow users to see what level of service has been agreed upon)