Client dashboard permissions
IT Mgr Practice Admin
Dashlet Name | Permission |
Configure button | ClientMetaDashlet |
Actions | ClientActions |
Client Details | ClientDetails |
Client Entries | ClientEntries |
Client Financial | ClientFinancial |
Client Financial 2 (with reserve information) | ClientFinancial2 |
Client KPI | ClientKPI |
Client Realisation | ClientReaslisation |
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 |
PE Filer Documents | ClientPEFiler |
Client Recent Events | ClientRecentEvents |