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Sales role permissions

The Sales role, as predefined, allows access to the following areas:

Accounting

  • No access.

Banking

  • No access.

Centers

  • Full access to the Customer Center.

  • View access to the Employee Center.

Company

  • Full access to Remote Access and Synchronize Contacts.

Customers & Receivables

  • Full access to estimates, invoices, sales orders, and sales receipts.

Employees & Payroll

  • No access.

File

  • No access.

Lists

  • Full access to the Customer Message, Customer Type, Job Type, Sales Rep, and Templates lists.

  • View access to all other lists, except the Chart of Accounts, Vendor Type, and Payroll Item lists.

Reports

  • Full access to Sales reports.

Sales tax

  • View access to the Sales tax Code List and to Sales tax Items.

  • View access to Tax Agencies on the Tax Agency Info tab in the Vendor Center.

Time Tracking

  • No access.

Vendors & Payables

  • No access.

KB ID# H_PERMISSIONS_SALES_ROLE
12/2/2016 4:19:03 PM
QYPPRDQBKSWS03 9138 Pro 2017 a4bd89