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What are the different User Types for?

 

There are 5 different User Types you can choose from when setting up your Users in the system:

  1. System Admin
  2. Office Admin
  3. Standard User
  4. Limited User
  5. Financial User

**Each of these types have default settings but keep in mind, once you choose a specific user type in the system you can always go through to the User Permissions tab after saving the user to customize these features even further:

System Admin

This user has access to ALL areas of the program.

Office Admin

This user has access to All areas of the program except for Firm Settings. This means the user can not access the firm setting features to turn on/off key functions of the software or edit/add new users in the program.

Standard User

This user is specific to someone who is signing in only to add time and expenses for themselves.  They will have limited access to only view time/expenses they add but can access Clients and Projects.

Limited User

Most areas of the program for this user will be unavailable. They will be able to view and add time/expenses to your Clients/Projects and only be able to see their own entries in the system.

Financial User

This user will have just as much access as the Office Admin but is someone is mainly accessing Invoicing & Accounting and not a biller in the software (although they will have access to bill time/expenses if needed).

 

 

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