Employee Permissions

This help article breaks down the employee permissions that you can assign to each user profile.

Jump to:

• Grant/Restrict All Permissions
• Access To Pages
• Access To Reports
• Actions
• Individual Permissions
• Restrictions
• Restrict Editing Employee Profile and Signature

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All Permissions

Grant All Permissions - Checks all permission boxes
Deny All Permissions - Unchecks all permission boxes

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Access To Pages

Account Administrator - This permission enables administrator access to the employee's profile and gives them the ability to change/edit all the main company settings. 

Also Includes Access To:

• Bank Import Mapping

• Close The Year

Activities & Calendar - These permissions are geared specifically for users who have a professional license to access the Time Billing module of Studio Designer. This will enable them to create both billable and non-billable activities that clients could be invoiced for. The calendar feature will give the user access to set reminders and tasks.

Financial & Accounting Reports - Gives the user the ability to view/run different types of standard reports

With Reports Financials permission a user can access the following reports:

• Balance Sheet
• Income Statement
• Trial Balance
• Journals
• Client Profit
• Transactions (Custom Report Builder)
• Balance Sheet
• Income Statement
• Income Statement Current Year
• Income Statement Budget
• Income Statement History
• Income Statement Annual
• Trial Balance
• Journals
• General Ledger
• Client Profit
• Client Deposits
• Client Deposits by Item
• Client Deposits Summary
• Vendor Deposits
• Vendor Deposits Details
• Accounts Receivable
• Outstanding Reconciliation
• Reconciled Reconciliation
   

With Reports Accounting permission a user can access the following reports:

• Cash Receipts By Client
• Cash Disbursements by Vendor
• Cash Disbursements by Vendor Summary
• Cash Disbursement by Item
• Account Register
• Deposit Slip
• Payment Application by Item
• Payment Application by Item - Legacy
• Payment Application by Date - Legacy
• 1099
• 1099 Summary
• Format 1 1099
• Format 2 1099
• 3040 Statements
• Client Statements 01
• Client Statements 02
• Statement
• 01 Sales Tax by GL Account
• 02 Sales Tax by GL Invoice
• 02 Sales Tax by Location
• 03 Sales Tax by GL Invoice with Tax 2
• 01 Reconciliations Outstanding
• 02 Reconciliation Reconciled
• 01 Accounts Receivable by Client
• 02 Accounts Receivable by Invoice
• 03 Accounts Receivable by Invoice by Item
• 01 Accounts Payable by Vendor 
• 02 Accounts Payable by Order
• 03 Accounts Payable by Order by Item
• Accounts Payable
• 01 Work in Progress (WIP) by Vendor
• 02 Work in Progress (WIP) by Client
• 06 Project Worksheet Client Deposits
• 01 Vendor Deposit
  
  

Accounting Balance - This provides permission to access the balance page in accounting.

Receive Payments - This provides permission to access the money in page in accounting.

Make Deposit - This provides permission to access the make deposit page in accounting

Employee Cost - This provides permission to view the employee rate on activities.

Reconciliation - This provides permission to access the reconciliation page in accounting.

Journal Entry - This provides permission to access the journal entry page in accounting.

General Ledger - This provides permission to access the general ledger page in accounting.

 

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Access To Reports

Worksheet Reports - This provides permission to view the Project Worksheets reports.

Worksheet Budget Reports - This provides permission to view the Project Worksheets Budget reports.

Worksheet Profit Reports - This provides permission to view the Project Worksheets Profit reports.

Worksheet Client Reports - This provides permission to view the Project Worksheets Client reports.

Worksheet Expediting Reports - This provides permission to view the Project Worksheets Expediting reports.

Activities Reports - This provides permission to view the Activities reports.

Time Sheet Reports - This provides permission to view the Time Sheets reports.

 

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Actions

Generate Proposals - This provides permission to generate proposals.

Generate Orders - This provides permission to generate orders.

Generate Invoices - This provides permission to generate invoices.

Email Proposals - This provides permission to email proposals.

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Individual Permissions

View/Enter Office Checks

This allows the user to access and enter office checks

View/Enter Order Checks

This allows the user to access and enter order checks

Include Time Billing

This hides time billing invoices from the invoice list when unchecked. 

Edit Chart of Accounts

This provides permission to edit the Chart of Accounts

See All Employees Activities

This allows the user to view activities other than their own

Send Vendor Payments

This allows the user to send payments to vendors

Create/Update Addresses

This allows the user to edit address records

Remote Items From Documents

This allows the user to remove items from proposals, invoices, and purchase orders

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Restrictions

Hide Client Cost In Activities

This means that the Client Rate will not be visible when creating a new activity 

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Restrict Editing Employee Profile and Signature

Administrators can grant or revoke non-admin users' permission to edit their Personal Information by heading to Settings > My Employees > (edit employee) > Employee Settings: