Team management restrictions - view all estimates

[AndyT]

When restricting the access for a member, I’d want them to have access to clients (view/create) and estimates (view/create).

After ticking what appears descriptively to be the correct options, the member cannot see estimates option on the left to view all estimates.

Is this possible and am I missing something?

Thanks for any help.

[Lurch]

Ticking the box means they cannot access that function.

[AndyT]

It states at the top of the permissions box ‘Features enabled for …’ - unticking the box doesn’t allow the access either and ticking boxes for other options allows access to other areas. So that can’t be correct.

[Lurch]

Yes, now you mention it I do remember this being changed recently, although the knowledgebase article still refers to the old method so I’m not so sure myself now!

[PeterK]

Hi @AndyT, I have replicated that issue and passed it on to the development team.

I will update you when it is resolved.

EDIT:

Ticking the boxes enables the function specified.

I am working under assumption that in order to give the team member access to the features you mentioned the following options were selected:

“View/modify” option allows access to specific records but not to the overview screen:

There’s a case of word “specific” that was left out (accidentally) from the option “View/modify sales invoice and estimate records” as it should read “View/modify specific sales invoice and estimate records”.That might have been confusing and we are amending that.

To enable your team member to access client/invoice management screen you will select:

[AndyT]

Thanks Peter.

The problem now lies with that having done that, far too much information is available via the dashboard area. For a remote sales person, the ability to see only estimates alongside the previously mentioned creation abilities would be ideal.

I understand if that’s not something you wish to provide.

Thanks again.

[PeterK]

I do understand your point however I’m not certain whether additional functionality would be implemented here, at least not in the short term.

In the meantime I will pass your comments on to the development team and see if we can potentially convert this thread to the feature request.

[AndyT]

Thanks Peter, appreciate the help.