Security-Client

Access Name

Description

Allow Read

Enables viewing the client data.

Allow Update

Enables modifying the client records.

Allow Delete

Enables deleting a client record. The Delete button is available.

Allow Add New

Enables adding a new client. The New button is available.

Allow Client Group Read

Enables viewing the client groups. The Group button is available.

Allow Client Group Update

Enables modifying an existing client group.

Allow Client Group Delete

Enables deleting a client group. The Delete button on the Client Groups screen is available.

Allow Client Group New

Enables you to create a new group. The New button is available on the Client Groups screen.  

Allow Client Contact Read

Enables you to view the client contacts. The Contacts button is available.

Allow Client Contact Update

Enables modifying the details of a contact. The Save button is available on the Client Contacts screen.

Allow Client Contact Delete

Enables deleting an existing contact. The Delete button  is available on the Client Contacts screen.

Allow Client Contact New

Enables adding a new contact. The New button is available on the Client Contacts screen.

Allow Access to Account tab

Enables you to view the client accounts. 

Allow Auto Add Project

Enables you to add a new project automatically when creating a new client.

Allow Access to Transaction History

Enables you to access the History tab.

Disable Employee Control

Checked, it does not implement the Employee Control settings in this screen.

Show cost related information on the Account tab

Allows user to see cost-related information on the Account tab.