Skip to Main Content
Status Acknowledged
Product IRIS KashFlow
Categories Customers
Created by Guest
Created on Jul 10, 2018

Add Projects to the "Sales" user profile

 

Alison Deverill

Jul 10, 14:49 BST

I have set up individual users for KashFlow and would like to create an access for our project managers which is Sales but, with access to Projects.
Being a small design company - the Project Managers also create quotations and liaise with customers thereby needing access to invoicing.
The Sales access does not include Projects.....is there a way around this please when setting up the user access

  • Attach files