Employee privileges can be modified allowing you to decide what a given user can and cannot do in the app.
1.) Select Settings and then Employees from the top menu.
2.) Select the yellow Edit button next to the Employee you want to modify.
3.) Use the check boxes at the bottom of the pop up to define the user privileges.
4.) Save when finished.
Schedule Estimateresponsibility checked, they can be assigned to the Schedule an Estimate project step.
Access All Projectsand
Access All Clientscheck boxes.
Permissions beginning with Manage (Manage Projects, Manage Clients, etc) should only be granted to trusted employees.
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