Client dashboard permissions

The following permissions are required to view individual client dashlets:

DASHLET NAME PERMISSION

Configure button

ClientMetaDashlet

Actions

ClientActions

Client Details

ClientDetails

Client Financial

ClientFinancial

Client Financial 2 (with reserve information)

ClientFinancial2

Client KPI

ClientKPI

Client Realisation

ClientRealisation

Client Staff

ClientStaff

Draft Fees and Credit Notes

ClientFees

Events

ClientEvents

Letters

ClientLetter

Tax Return Controls

ClientTaxJobs

Standard Jobs

ClientJobs

Client Credit Control

ClientCreditControl

Client Risk Level

ClientRisk

Client Satisfaction Level

ClientSatisfaction

Fee Review

ClientFeeReview

Client Prospects

ClientProspects

Client Billing Cycle

ClientBillingCycle

Client Service Aging

ClientCSAging

Client Service Budgets

ClientCSBudgets

Client Fee Review

ClientFeeReview

Client Monies

ClientMonies

Client Recent Events

ClientRecentEvents