Client dashboard permissions
The following permissions are required to view individual client dashlets:
| DASHLET NAME | PERMISSION |
|
Configure button |
ClientMetaDashlet |
|
Actions |
ClientActions |
|
Client Details |
ClientDetails |
|
Client Financial |
ClientFinancial |
|
Client Financial 2 (with provision information) |
ClientFinancial2 |
|
Client KPI |
ClientKPI |
|
Client Realisation |
ClientRealisation |
|
Client Staff |
ClientStaff |
|
Draft Fees and Credit Notes |
ClientFees |
|
Events |
ClientEvents |
|
Letters |
ClientLetter |
|
Tax Return Controls |
ClientTaxJobs |
|
Standard Jobs |
ClientJobs |
|
Client Credit Control |
ClientCreditControl |
|
Client Risk Level |
ClientRisk |
|
Client Satisfaction Level |
ClientSatisfaction |
|
Fee Review |
ClientFeeReview |
|
Client Prospects |
ClientProspects |
|
Client Billing Cycle |
ClientBillingCycle |
|
Client Service Aging |
ClientCSAging |
|
Client Service Budgets |
ClientCSBudgets |
|
Client Fee Review |
ClientFeeReview |
|
Client Monies |
ClientMonies |
|
Client Recent Events |
ClientRecentEvents |