Admin menu permissions
IT Mgr Practice Admin
| 1st LEVEL PAGES | TASK PAD PAGES | PAGE/PERMISSION | LINKED PAGES, PERMISSIONS, DASHLETS |
| Billing AdministratIon | BillingAdmin | ||
| Bulk Fee Printing | ContBulkFee | ||
| Recurring Fee Generation | RecFeeBuild | ||
| Recurring Fee Admin | RecurringFeeAdmin | ||
| All Drafts | ContFeeAdmin | ||
| Draft Bill Queues | FeeAdminQueues | ||
| Periods | ContSelPeriod | ContPeriodEdit ContYearEdit PeriodEnd FixPEItem |
|
| Timesheet Administration | TimeAdmin | ContTimePost | |
| Banking Administration | BankingAdmin | DDSOAdmin RFPReceipts BankAdmin RecBatches RecBatchesEdit BankSettings RFPPrintQueue BankImportTemplates |
|
| Create New Staff | StaffCreate | ||
| Staff Maintenance | StaffMaint | Staff Access StafSecDashboard StaffPerm StaffTOILDets StaffTOIL StaffTOILEntry |
|
| Categories Etc | WebControl | ||
| Data Maintenance | ControlDataTaskPad | ||
| Firm Calendar Entries | CalendarCreate CalendarList | ||
| Create and Print Credit Letters | CredLetGenerate | CredLetControl CredLetPrint |
|
| Direct Debit Batches | RecBatches | RecBatchEdit | |
| Draft Allocations | ContFeeAdmin | ||
| Expense Posting | ContExpList | ContExpPost | |
| Expired Data | ExpiredDataList | ||
| Import Control | ImportControl | ImportDetails | |
| Import Maintenance | ImportMaintenance | ImportCreate | |
| Create and Post finance charges | IntGenerate | IntControl IntPost | |
| Create and print Statements | StatGenerate | StatControl StatPrint |
|
| Update Partners and Managers | ContPMUpd | ||
| Client Service Accruals | CSAccrualCont | CSAccrualGenerate CSAccrualJournal CSAccrualPost |
|
| Staff Maintenance | ControlStaffTaskPad | ||
| Clone Security From Focused Staff | StaffClone | ||
| Clone Security To Focused Staff | StaffCloneTo | ||
| Staff Exchange Settings | ContPEXIN | ||
| Create Leave Accruals | StaffLeaveMaint | LeaveYearUpdate | |
| Create Leave Adjustments | StaffTOILMaint | ||
| Leave Approval | LeaveReqApp LeaveReqAppList LeaveReqDepAppList LeaveReqManAppList LeaveReqAllList |
||
| Leave Cancellation | LeaveReqDepCanList | ||
| Office Access Rights | StaffOffice | ||
| Organization Access Rights | StaffOrg | ||
| Department Access Rights | StaffDept | ||
| Grade Defaults | GradeDefaults | ||
| Dashboard Defaults | DashboardDefaults | ||
| System Maintenance | ControlSysTaskPad | ||
| API Authentication Administration | APIAuth | ContAssField | |
| Assurance Request Setup | ContAssReq | ContAttrPageDet | |
| Attribute Pages | ContAttrPage | ContAttrDet | |
| Attributes | ContAttr | ||
| Delete Lost Clients | ContDelClients | ||
| Delete Inactive Contacts | ContDelContacts | ||
| Diagnostics | ContDiag | ||
| Job Template Definition | JobTemplates | ||
| Leave Types | LeaveTypes | ||
| System licenses | SystemLicences | ||
| Client SP Mappings | ClientSPMappings | ||
| Security Administration | AdminSecurity | ||
| Scheduled Task Administration | ScheduledTasks | ||
| User Password Administration | AdminPasswordControl | ||
| System Lockout Settings | ContLockout | ||
| Master Tasks Definition | JobMastTasks | ||
| PElert Maintenance | PElert | ContQuestQuest ContQuestApply AssQuestPreview | |
| Questionnaires | ContQuestHead | ||
| Questions | ContQuestion | ||
| Database Statistics | ContUserCount | BulkJobRollover | |
| Bulk Job Admin | BulkJobAdmin | ||
| Bulk Job Creation | BulkJobAdd | ||
| WIP Recalculation | AdminWIPRecalc | ||
| Integrations | IntegrationAdmin | ||
| Integration Export Status | IBExportStatus | ||
| Integration Import Status | IBImportStatus |