The user modify tab determines what the user can change in the iinsight system.
Accountant
Can set bulk action costs | Can modify contractor's costs to indicate that the contractor's invoice has been paid |
Contractor
Can create a contractor cost report | Can modify costs to indicate to Accountant that an invoice should be sent to Bill To and create a "Contractor Cost Report" |
General
Can create invoices in batch (using the invoice generator) | Allowing the user to create invoices in a batch. |
Can set the system options | Allow the user to set or modify the system options |
Case List
Can modify progress notes created by other employees | Allow the user to modify the notes created by other employee |
Can add costs | Allowing the user to create costs |
Can modify costs entered more than 24 hours ago | Allowing the user to modify the costs more than 24 hours ago |
Can create invoices | Allowing the user to create invoices |
Can email account items | Allowing the user to email the invoices |
can enter payments | Allowing the user to create the payments for the invoices |
can add new cases | Allowing the user to create new cases |
Can Archive/Restore Cases | Allowing the user to Archive/Restore the ases |
Can delete cases | Allowing the user to delete the cases |
Can close cases | Allowing the user to close the cases |
Can reopen closed cases | Allowing the user to reopen the closed cases |
can modify plans | Allowing the user to modify the plans |
Can link cost to a plan | Allowing the user to link the cost in the plan |
Can modify case service contract | Allowing the user to modify the case service contract |
Can modify your company letterhead | Allowing the user to modify the company letterhead |
can modify case information | Allowing the user to modify the case information |
Can create new contacts | Allowing the user to create new contacts |
Can modify contact information | Allowing the user to modify contact information |
Can delete contact information | Allowing the user to delete contact information |
Can modify costs | Allowing the user to modify the costs |
Can enter adjustment | Allowing the user to enter adjustments. |
Can enter refunds | Allowing the user to enter adjustments. |
Can modify account items | Allowing the user to modify account items. |
Can add new documents | Allowing the user to add new documents. |
Can add "Unlabelled" documents | Allowing the user to add unlabelled documents |
Can modify document | Allowing the user to modify a document. |
Can approve documents | Allowing the user to Approve the Documents |
Can add new user notes | Allowing the user to add new User Notes |
Can modify user notes | Allowing the user to modify User Notes. |
Can delete user notes | Allowing the user to delete User Notes. |
Can add new admin notes | Allowing the user to add new Admin Notes. |
Can modify admin notes | Allowing the user to modify Admin Notes. |
Can delete admin notes | Allowing the user to delete Admin Notes. |
Can add privileged case notes | Allowing the user to add privileged case notes |
Can modify privileged case notes | Allowing the user to modify privileged case notes |
Can delete privileged case notes | Allowing the user to delete privileged case notes |
Can modify organisation views | Allowing the user to modify organisation views |
Can modify Tasks | Allowing the user to modify Tasks |
Can modify activity item tax rate | Allowing the user to modify activity item tax rate |
Admin
Can bypass dependency rules for case Archival/Deletion | Allowing the user to bypass dependency rules for case Archival/Deletion |
Can Add/Edit users | Allowing the user to Add/Edit user details in the Manage Users section |
Timesheets
Can access All employee's timesheets | Allowing the user to access Allow employee's timesheets |
Can access team member's timesheets if Team Leader | Allowing the user to access the team member's timesheets |
Can add Group Billings | Allowing the user to add the Group Billings |
Can edit and delete timesheet entries | Allowing the user to modify or delete timesheet entries. |
| Allowing the user to modify employee expenses |
Hide employee expenses | Allows the user to hide employee expenses |
Charges
Can add and modify charges | Allowing the user to add and/or modify the charges |
Activity/Item
Can modify the hourly rate | Allowing the user to modify the hourly rate |
Can add a new Activity | Allowing the user to add a new Activity |
| Allowing the user to add a new Item. |
Hide costs when viewing, editing, or adding an Activity/Item | Allowing the user to hide the costs in a new Activity or Item. |
Can modify a previous billing's associated service contract | Allows the user to change a billing-associated service contract. |
Can add/modify costs on behalf of other employees | Allowing the user to add/modify costs on behalf of other employees |
Companies
Can delete companies | Allowing the user to delete companies. |
Can add and modify companies | Allowing the user to add and/or modify companies. |
Can merge duplicate companies and their contacts | Allowing the user to merge companies and duplicate contacts in the companies list |
Organisations Knowledgebase
Can add/edit/delete organisations document | Allows the user to add, edit, or delete an organisations documents |
Appointments
Can modify the Appointment resources tab | Allowing the user to modify the Appointment resources tab |
Can add new appointments | Allowing the user to add new Appointments |
Can modify appointments | Allowing the user to modify the Appointemnts |
Can delete appointments | Allowing the user to delete the Appointments |
Can add/modify appointments on behalf of other employees | Allowing the user to add/modify appointments on behalf of other employees |
Can add billing or link billings to an appointment | Allowing the user to add billings or link billings to appointments |
Hide client name from Appointment view | Allowing the user to hide the client name from the Appointment view |
Goals
Can add new goals | Allowing the user to add goals in the case list section |
Can modify goals | Allowing the user to modify goals in the case list section |
Can delete goals | Allowing the user to delete goals in the case list section |
Can add/modify goal's progress | Allowing the user to add/modify goals in the case list section |
Live Timer
Can use the 'Live Timer' to calculate Activity duration | Allowing the user to use the Live Timer to calculate the Activity duration |
Can run multiple 'Live Timers' in one session | Allowing the user to run multiple Live Timers in one session |
HR
Can modify HR tab | Allowing the user to modify the HR tab in the manage user section |
Can modify competencies | Allowing the user to modify the competencies |
Can modify user documents | Allowing the user to modify the user documents |
Can modify "Additional Info" | Allowing the user to modify the Additional Info in the manage user section |
Can modify Vaccinations | Allowing the user to modify the Vaccinations in the manage user section |
HR Notes
Can add new User notes | Allowing the user to add new User notes in the Manage User section |
Can modify User notes | Allowing the user to modify User Notes in the Manage User section |
Can delete User notes | Allowing the user to delete User notes in the Manage User section |
Can add new Admin notes | Allowing the user to add new Admin notes in the Manage User section |
Can modify admin notes | Allowing the user to modify Admin Notes in the Manage User section |
Can delete admin notes | Allowing the user to delete Admin notes in the Manage User section |
Can add privileged HR notes | Allowing the user to add privileged HR notes |
Can modify privileged HR notes | Allowing the user to modify privileged HR notes |
Can delete privileged HR notes | Allowing the user to delete privileged HR notes |
Can modify HR User notes created by other users | Allowing the user to modify the User notes created by other users |
Health & Safety
Can add HR user notes | Allowing the user to add HR user notes in the Manage user>Health & Safety tab |
Can modify HR user notes | Allowing the user to modify HR user notes in the Manage user>Health & Safety tab |
Can delete HR user notes | Allowing the user to delete HR user notes in the Manage user>Health & Safety tab |
External Forms
Can modify External Forms (can convert to a case, export, and others) | Allowing the user to modify the External Forms (can convert to a case, export, and others) |
Can modify External Form assigned to others | Allowing the user to modify External Form assigned to others |
Note: BE CAREFUL NOT TO SET ALL PERMISSIONS ACTIVE IF YOU WANT FULL PERMISSIONS: Setting ALL permissions active will NOT give full permissions to a user, as some permissions are to 'Restrict' a user or 'Hide' from a user features of iinsight.