Enhanced interface

Company permissions

Company permissions control who has access and visibility to Company functionality.

When a new feature is added, you typically need to assign permissions to users. This allows you to control access of who can use those new features.

A user's effective permissions can be influenced by other factors, such as their user type, role, and admin privileges. Learn more about user types and permissions.

Use shortcuts to assign or remove permissions quickly

At the top of the Activities and lists section and Reports section, there are 3 options that let you quickly configure permissions across that application area. For example, to assign users full access to Accounts Payable, select All at the top of the Activities and lists section and Reports section.

Area	Shortcut or Radio button options
Activities and lists	None: User has no permissions to activities and lists. Read only: User can list and view records. All: User has permissions to all activities and lists.
Reports	None: User has no permissions to run reports. Read only: User can run a select subset of reports only. All: User can run all reports. The Read only and All options function the same for reporting.

Area

Shortcut or Radio button options

Activities and lists

None: User has no permissions to activities and lists.
Read only: User can list and view records.
All: User has permissions to all activities and lists.

Reports

None: User has no permissions to run reports.
Read only: User can run a select subset of reports only.
All: User can run all reports.

The Read only and All options function the same for reporting.

Activities and lists	Permissions
Company Setup Checklist	Run: Allows users to generate the Company Setup Checklist page to set up the company primary list. With specific permissions assigned, users can create records and default records, import files, download templates, and view lists. For example, to display the Customers list, assign the Customers List permission from the Accounts Receivable application.
Clear company data	Run: Enables users to choose the Select existing data to clear option on the Company Setup Checklist page. This option allows you to select data types that you want to clear for your company. Requires the Company Setup Checklist Run permission. Only implementers should use the Select existing data to clear option to create a new entity because data is permanently deleted. After you delete data, you cannot retrieve it.
Departments	List: Displays a list of department records. View: Provides a read-only view for department information. Requires the List permission. Add: Allows users to add department records. Requires the List permission. Edit: Enables users to update department information except for the department ID. Requires the List permission. Delete: Users can delete department records. Requires the List permission.
Department groups	List: Displays a list of department groups. Also, assign the List permission and Departments List and Add permissions so that users can add members to department groups. View: Provides a read-only view for department group information. Requires the List permission. Add: Allows users to add department groups. Requires the List permission. Edit: Users can update department group information except for the department group ID. Requires the List permission. Delete: Enables users to delete department groups. Requires the List permission.
Entities	List: Displays a list of entities. Users can also select Switch to Entity to switch to that particular entity. View: Provides a read-only view for entity information. Requires the List permission. Add: Allows users to add entities. Requires the List permission. Edit: Users can update entity information except for the entity ID. Assign both the Add and Edit permissions to allow users to add and edit holiday schedules. Also, users can delete holiday schedule records. Requires the List permission. Delete: Enables users to delete entities. Requires the List permission.
Inter-entity account mapping	View: Allows users to generate the Inter-Entity Account Mapping page to display your company's inter-entity transaction account mapping plan. Assign the View permission so that users can edit the Inter-Entity Account Mapping page. Edit: Enables users to change your company's inter-entity transaction account mapping plan. Requires the View permission.
Locations	List: Displays a list of location records. View: Provides a read-only view for location information. Requires the List permission. Add: Allows users to add location records. Requires the List permission. Edit: Enables users to edit location information except for the location ID. Requires the List permission. Delete: Users can delete location records. Requires the List permission.
Location groups	List: Displays a list of location groups. Also, assign the List permission and Locations List and Add permissions so that users can add members to location groups. View: Provides a read-only view for location group information. Requires the List permission. Add: Allows users to add location groups. Requires the List permission. Edit: Users can update location group information except for the location group ID. Requires the List permission. Delete: Enables users to delete location groups. Requires the List permission.
Class	List: Displays a list of class records. View: Provides a read-only for view for class information. Requires the List permission. Add: Allows users to add class records. Requires the List permission. Edit: Enables users to edit class information except for the class ID. Requires the List permission. Delete: Users can delete class records. Requires the List permission.
Class groups	List: Displays a list of class groups. Also, assign the List permission and Class List and Add permissions so that users can add members to class groups. View: Provides a read-only view for class group information. Requires the List permission. Add: Allows users to add class groups. Requires the List permission. Edit: Users can update class group information except for the class group ID. Requires the List permission. Delete: Enables users to delete class groups. Requires the List permission.
Employees	List: Displays a list of employee records. Users can also select Schedule to view an employee's resource schedule. View: Provides a read-only for view for employee information. Requires the List permission. Add: Allows users to add employee records. Requires the List permission. Edit: Enables users to edit employee information except for the employee ID. Requires the List permission. Delete: Users can delete employee records. Requires the List permission. Bank Details: Generates the ACH configuration details section on the Reimbursement information tab. Requires the List permission. To generate the Cost rates tab on the Employee information page, assign the Employee rates View permission.
Employee groups	List: Displays a list of employee groups. Also, assign the List permission and Employees List and Add permissions so that users can add members to employee groups. View: Provides a read-only view for employee group information. Requires the List permission. Add: Allows users to add employee groups. Requires the List permission. Edit: Users can update employee group information except for the employee group ID. Requires the List permission. Delete: Enables users to delete employee groups. Requires the List permission.
Employee rates	View: Generates the Cost rates tab on the Employee Information page. If you assign the View permission, also assign Employees permissions so that users can manage employee information.
Employee types	List: Displays a list of employee types. View: Provides a read-only view for employee type information. Requires the List permission. Add: Allows users to add employee types. Requires the List permission. Edit: Enables users to edit employee type information, such as the parent type, status, and form 1099 information. Requires the List permission. Delete: Users can delete employee types. Requires the List permission. From the Expenses application, you can assign Employee types permissions to users. This feature only appears on the Expenses menu but not on the Company menu.
Earning types	List: Displays a list of earning types. View: Provides a read-only view for earning type information. Requires the List permission. Add: Allows users to add earning types. Requires the List permission. Edit: Users can edit earning type information, such as the calculation method and GL account billable and non-billable time. Requires the List permission. Delete: Enables users to delete earning types. Requires the List permission. The Earning types activity only appears on the Projects menu but not on the Company menu. You can assign a Projects permission, such as the Customers List permission, to display the Projects menu.
Reporting periods	List: Displays a list of reporting periods. View: Users can see reporting period information, such as the name, column headers, and start and end dates. Requires the List permission. Add: Allows users to add reporting periods. Requires the List permission. Edit: Enables users to update reporting period information except for the reporting period name. Requires the List permission. Delete: Users can delete reporting periods. Requires the List permission.
Territory	List: Displays a list of territories. View: Provides a read-only view for territory information. Requires the List permission. Add: Allows users to add territories. Requires the List permission. Edit: Users can edit territory information except for the territory ID. Requires the List permission. Delete: Enables users to delete territories. Requires the List permission. The Territories activity only appears on the Accounts Receivable menu but not on the Company menu. You can assign an Accounts Receivable permission, such as the AR terms List permission, to display the Accounts Receivable menu.
Territory groups	List: Displays a list of territory groups. View: Provides a read-only view for territory group information. Requires the List permission. Add: Allows users to add territory groups. Requires the List permission. Edit: Enables users to update territory group information except for the territory group ID. Requires the List permission. Delete: Users can delete territory groups. Requires the List permission. The Territory groups activity only appears on the Accounts Receivable menu but not on the Company menu. You can assign an Accounts Receivable permission, such as the AR terms List permission, to display the Accounts Receivable menu.
Document sequences	List: Displays a list of document numbering sequences. View: Provides a read-only view for document sequence information. Add: Allows users to add document numbering sequences. Edit: Users can update document sequence information except for the sequence ID and starting and sample number. Delete: Enables users to delete document numbering sequences.
Contact tax group	List: Displays a list of contact tax group records. View: Users can see the name of contact tax group records. Requires the List permission. Add: Allows users to add contact tax group records. Requires the List permission. Edit: Enables users to duplicate contact tax group records. Requires the List permission. Delete: Users can delete contact tax group records. Requires the List permission.
Attachment folders	List: Displays a list of attachment folders and subfolders. Also, assign the Attachments List permission so that users can display attachments of attachment folders. View: Provides a read-only view for attachment folders and subfolders. Assign the Attachments List and View permissions to view attachments of attachment folders. Requires the List permission. Add: Allows users to add attachment folders and subfolders. Requires the List permission. Edit: Users can edit the description and parent folder of attachment folders and subfolders. Assign the Attachments List and Edit permissions to update attachments of attachment folders. Requires the List permission. Delete: Enables users to delete attachment folders with all its subfolders and attachments. Requires the List permission. Also, assign the Attachments permissions so that users can list, view, and edit attachments of attachment folders.
Attachments	List: Displays a list of attachment records. View: Provides a read-only view for attachment records. Requires the List permission. Edit: Enables users to update attachments except for the attachment ID and created on and by fields. Requires the List permission. Delete: Allows users to delete attachment records. Requires the List permission. For Attachment folders, you can also assign Attachments permissions so that users can list, view, and edit attachments of attachment folders.
Memorized reports	List: Displays a list of memorized reports on the Reports center page. Also, this permission allows users to run and schedule reports from applications that they memorized reports in. Add: Allows users to add memorized reports. Edit: Users can edit memorized reports except for the report type. Delete: Enables users to delete memorized reports from applications that they memorized reports in. Requires the List permission. Assign the Reports Run permissions from each application so that users can see and memorize reports. For example, to enable users to memorize reports for the AR ledger activity, assign the Run permission from the Accounts Receivable application.
Memorized report groups	List: Displays a list of report groups. Also, this permission allows users to run and schedule report groups. View: Provides a read-only view for report group information. Requires the List permission. Add: Allows users to add report groups. Requires the List permission. Edit: Enables users to update report group information except for the report group name. Requires the List permission. Delete: Users can delete report groups, which are also removed from dashboards. Requires the List permission.
Transaction allocations	List: Displays a list of transaction allocations. View: Provides a read-only view for transaction allocation information. Requires the List permission. Add: Allows users to add transaction allocations. Requires the List permission. Edit: Users can edit transaction allocation information except for the allocation ID. Requires the List permission. Delete: Enables users to delete transaction allocations. Requires the List permission. The Transaction allocations activity only appears on the General Ledger menu but not on the Company menu. You can assign a General Ledger permission, such as the Journal entries List permission, to display the General Ledger menu.
Dashboard	List: Users can view a list of dashboards (Dashboards > All > Dashboards). View: Provides a read-only view for dashboard properties. Requires the List permission. Add: Users can add dashboards. Requires the List and View permissions. Edit: Users can change dashboard properties. Also, this permission allows users to view components of dashboards. Requires the List and View permissions. Delete: Users can delete dashboards. Requires the List and View permissions.
Transaction currencies	List: Displays a list of transaction currencies. View: Users can see transaction currency information, such as the currency and format setup. Requires the List permission. Add: Allows users to add transaction currencies. Requires the List permission. Edit: Enables users to update the format setup for transaction currencies. However, users cannot edit the currency setup and currency sample. Requires the List permission. Delete: Users can delete transaction currencies. Requires the List permission.
Exchange rate types	List: Displays a list of exchange rate types. View: Users can view information, such as names of exchange rate types. Also, users can see if there's a default exchange rate type. Requires the List permission. Add: Allows users to add exchange rate types. Requires the List permission. Edit: Enables users to change the name of exchange rate types. Also, users can set a default exchange rate type. Requires the List permission. Delete: Users can delete exchange rate types. Requires the List permission.
Exchange rate	List: Displays a list of exchange rates. View: Provides a read-only view for exchange rate information. Users can also see currency and format setup information for the to currency. Requires the List permission. Add: Allows users to add exchange rates. Requires the List permission. Edit: Enables users to update exchange rate information except for the exchange rate type, to currency, and effective start date. Users can also edit the format setup for transaction currencies; however, they cannot change the currency setup and currency sample. Requires the List permission. Delete: Users can delete exchange rates. Requires the List permission.
Cover letters	List: Displays a list of cover letters. View: Provides a read-only view for cover letter template information. Also, users can download cover letter templates by selecting Preview. Requires the List permission. Add: Allows users to add cover letters. Users can also select a cover letter template as the default template for cover letters. Requires the List permission. Edit: Users can upload new templates, change the template name and description, and select or deselect a default template for cover letters. Requires the List permission. Delete: Enables users to delete cover letters. Requires the List permission.
Cloud storage	List: Displays a list of cloud storage targets. View: Provides a read-only view for cloud storage information. Requires the List permission. Add: Allows users to add cloud storage targets. Requires the List permission. Edit: Enables users to update cloud storage information except for the storage type, name, and state. Requires the List permission. Delete: Users can delete cloud storage targets. Requires the List permission.
Offline job queue	List: Displays lists of offline job queues and job history. Assign the List permission so that users can view job queues and job history. Manage jobs: Allows users to prioritize and cancel jobs.
Email templates	List: Displays a list of email template records. View: Provides a read-only view for email template information. Requires the List permission. Add: Allows users to add email template records. Requires the List permission. Edit: Users can edit email template information. Requires the List permission. Delete: Enables users to delete email template records. Requires the List permission.
Email delivery log	List: Allows users to generate the email delivery log. View: Provides a read-only view for email delivery log details.
Smart event jobs	List: Displays lists of smart event jobs and smart event job history. View: Users can view smart event job information, such as the status, ID, and time the job was queued.
Checklists	List: Displays a list of checklist records. View: Provides a read-only view for checklist information. Requires the List permission. Add: Allows users to add checklist records. Requires the List permission. Edit: Enables users to update checklist information except for the checklist ID. Requires the List permission. Delete: Users can delete checklist records. Requires the List permission. If you assign the Checklists permissions to users, also assign the Assignments permissions to display the Assignments section. With Assignments permissions, users can list, view, add, edit, and delete assignments.
Assignments	List: Displays a list of assignment records. View: Provides a read-only view for assignment information. Requires the List permission. Add: Allows users to add assignment records. Requires the List permission. Edit: Users can update assignment information except for the assignment ID. Requires the List permission. Delete: Enables users to delete assignment records. Requires the List permission. If you assign the Assignments permissions to users, also assign the Assignment constraints permissions to display the Constraints on this assignment section of assignments. With Assignment constraints permissions, users can view, add, edit, and delete constraints on assignments.
Checklist categories	List: Displays a list of checklist category records. View: Users can view general information, such as the category name and status, for checklist category records. Requires the List permission. Add: Allows users to add checklist category records. Requires the List permission. Edit: Users can update the category name and status for checklist category records. Requires the List permission. Delete: Enables users to delete checklist category records. Requires the List permission.
Checklist status	List: Displays a list of checklist status records. View: Users can view general information, such as the status and status name, for checklist status records. Requires the List permission. Add: Allows users to add checklist status records. Requires the List permission. Edit: Users can update the status and status name for checklist status records. Requires the List permission. Delete: Enables users to delete checklist status records. Requires the List permission.
Assignment status	List: Displays a list of assignment status records. View: Users can view general information, such as the status and status name, for assignment status records. Requires the List permission. Add: Allows users to add assignment status records. Requires the List permission. Edit: Users can update the status and status name for assignment status records. Requires the List permission. Delete: Enables users to delete assignment status records. Requires the List permission.
Assignment categories	List: Displays a list of assignment category records. View: Users can view general information, such as the category name and status, for assignment category records. Requires the List permission. Add: Allows users to add assignment category records. Requires the List permission. Edit: Users can update the category name and status for assignment category records. Requires the List permission. Delete: Enables users to delete assignment category records. Requires the List permission.
Checklist options	View: Provides a read-only view for user restrictions on the Checklist Options page. Edit: Enables users to change user restriction defaults for who can update checklists and assignments.
Assignment constraints	View: Provides a read-only view for the Constraints on this assignment section and tables. Add: Allows users to add constraints on assignments. Requires the View permission. Edit: Users can update constraints on this assignment table row. Requires the View permission. Delete: Enables users to delete constraints on this assignment table row. Requires the View permission. If you assign the Assignment constraints permissions to users, also assign the Assignments permissions to display the Constraints on this assignment section of assignments. With Assignments permissions, users can view, add, edit, and delete constraints on assignments.
Assignment dependents	View: Provides a read-only view for dependent constraints on assignments. If you assign the Assignment dependents permissions to users, also assign the Assignments permissions to display the Constraints on this assignment section of assignments. With Assignments permissions, users can view dependent constraints.