Employee Permissions

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

 

Skip to
Access To Pages
Access To Reports
Actions
Individual Permissions
Restrictions


All Permissions

Grant All Permission - Checks all permission boxes

Deny All Permissions - Unchecks all permission boxes




Access To Pages



Employee Permissions - 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

    Note: This applies to all related legacy reports as well as any custom report requires permission to access.


    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.




     

    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.

    Note: This applies to all related legacy reports as well as any custom report requires permission to access.




    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.



    Individual Permissions


    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



     

    Restrictions

    Hide Client Cost In Activities - Client Rate is not visible when creating a new activity