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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?

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: