Access Levels - Clients

Owned by Victor Macko
Last updated: Feb 12, 2014

View Permission

'View' permission allows users to:

  • View the list of clients
  • View client details (without revenue information - see view all permission)
  • View client contact information
  • View client contact-log information

View All Permission

'View all' permission allows users to:

  • Do everything the 'view' (eg. viewing client information, etc) permission allows
  • View client revenue / financial information
  • View event fee / income information for the types of events you have 'view all' access to

Modify Permission

This permission level incorporates 'clients - view', 'clients - view all' permission levels, as well as the ability to edit client and contact information. It also allows users to edit client information and event fee information for the events you can edit.

  • Do everything the 'view' (eg. viewing client information, etc) & 'view-all' (eg. viewing event income & revenue information) permissions allow
  • Add and update client details
  • Add and update client-contact information
  • Update event fee / income information for the events you can edit