Access Levels - Clients
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.