Client users on the system will have different access levels. These are explained below:
Role | Access |
Client Administrators | These users have the highest level of system access and can view items on the following tabs:
These users are able to action the following:
|
Client Executives | These users can view items on the following tabs:
They are able to action the following:
They aren't able to action the following:
|
Client Finance | These users can view items on the following tabs:
They are able to action the following:
They aren't able to action the following:
|
Client Manager | These users can view items on the following tabs:
They are able to action the following:
They aren't able to action the following:
|
Client User | These users can view items on the following tabs:
They are able to action the following:
They aren't able to action the following:
|
📌Note: Approving service receipts is dependent on if you've be configured to be an approver. No user role has permission to do this automatically.