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Creating Estimates

Hi Just wondered if anyone could help with a query on privileges for viewing, creating and amending estimates.

I as per my screen list I have ticked the following items

- Sales invoice and estimate creation
- Client creation
Log sales payments/credits
Invoice and payment management (overview) screens
- View/modify individual sales invoice and estimate records
Client management (overview) screen
- View/modify specific client records

but they are not able to go into them

I don’t want to provide them with full access any assistance would be greatly appreciated

Hi @Asmaa

Were these privileges altered while the user was logged in? If so, have they logged out and back in again?

[Edit]
If you want the user to be able to view invoices and estimates, you would have to enable this option:

A full list of the privileges and what each of them allows can be found here: