Under the Proposal and Invoice dashboard of the User Permissions Report you will find the following reports:
You can download the data and email reports to recipients.
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| ProposalsReport |
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| ProposalsReport |
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Proposals/Report Permissions Table
The Proposal/Report Permissions report displays each user's access level to Proposals and proposal processing.
The following data is listed in the report, sortable by these column headers:
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| - UserID
- Proposals Full Control indicates whether the user has full access to the Proposals module
- Proposals Read indicates whether the user has Read-Only access to the Proposals module
- Proposals Create indicates whether the user can create invoices in the Proposals module
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| - Proposals Process indicates whether the user can process proposals in the Proposals module
- Reports Read indicates whether the user has Read-Only access to the Reports module
- Reports Read Edit indicates whether the user has edit rights to the Reports module
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A null (∅) value indicates the user does not have access. |
Invoice Permissions Table
The Invoice Permissions report shows each user's access level to Invoices and invoice processing.
The following data is listed in the report, sortable by these column headers:
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| Column |
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| - UserID
- Invoices Full Control indicates whether the user has full access to the Invoices module
- Invoices Read All indicates whether the user has Read-Only access to the Invoices module
- Invoices Create indicates whether the user can create invoices in the Invoices module
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A null (∅) value indicates the user does not have access. |
Invoice/Proposal ApprovalTable
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The Invoice/Proposal Approval report displays the proposal and invoice limits for each user.
The following data is listed in the report, sortable by these column headers:
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| Column |
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| - UserID
- Proposal Limit
- Proposal Limit Currency
- Proposal Approval Limit Updated By shows the UserID that last updated the Proposal Limit for the listed user
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| title | Invoice and Proposal Limit Maintenance |
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A null (∅) value under Invoice Approval Limit Updated By and Proposal Approval Limit Updated By indicates that the Invoice Limit or the Proposal Limit were never updated after the initial setup. Use the date listed under Invoice Approval Limit Update Date and Proposal Approval Limit Update Date (see Service Request Permissions) to check when either was last updated. You may need to make adjustments if the limits have not been adjusted in a number of years. |
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