Owner’s access levels
The Account Owner (person who registers the company) has admin access to their portal.
Admin access includes all the features of the purchased subscription plan.
Available account owner tabs and features:
- Dashboard – read simple reports of the account
➝ Clients – invite, update, delete – more on Clients.
➝ Staff – invite, update, delete – more on Staff.
➝ Tax Consultant – invite, update delete – more on Tax Consultant.
➝ Estimates – create, update, delete, send to clients, convert to project, convert to invoice, clone, approve etc – more on Estimates.
➝ Invoices – create, update, delete, send to client, clone, print, create recurring invoice profile etc – more on Invoices.
➝ Payments – create, view – more on Payments.
➝ Products – create items and tasks, update, delete – more on Products.
➝ Expenses – create, update, delete, clone – more on Expenses.
➝ Expense categories – create, delete – more on Expense Categories.
➝ Time Tracking – log time, track time, use timer for time counting – more on Time Tracking.
➝ Team Timesheet – track time of staff members, log hours to timesheet of staff member – more on Team Timesheet.
➝ Projects – create, update, delete, assign staff members etc – more on Projects.
- Reporting – read account reports – more on Reporting.
- Quick Toolbox – quick access to create new clients, estimates, invoices, expenses, log hours.
- Company settings – customize the account – more on Account Settings.
- Profile Settings – change owner information – more on My Profile.