Client Permissions

• Can view clients profiles

• User can view client profiles in Read Only Mode

• User can view client timelines

• The client search magnifying glass and Lists → Clients are hidden if this permission is not checked

• This permission is required for all further settings in this category

• Can edit client profiles

• User can edit and update the client timeline Basic information fields.

• If this permission is checked, the user can edit all fields stored in the mapped fields of a client timeline

• Can archive clients

• User can archive a client

• Note: Archiving a client does the following:

• It prevents the client from showing up via the client search magnifying glass and Lists → Clients (unless status is set to Archived or All)

• It prevents the client from being sent any email or SMS in the system, even when you click Send Form

• This applies to all Email/SMS messages, including portal password resets

• Archiving a client does not prevent the client from logging into the client portal, sending portal messages, or filling out forms.

• Can delete clients

• User can delete a client record

• Only the account admin can restore a deleted client from Reports → Audit Trail

• Can export client list

• User can export a CSV from Lists → Clients

• Can manage price schedules

• User can add clients to the price schedule

• User can set up new price schedules

• While the price schedule system is housed in the admin account, users can add clients/edit price schedules under the client timeline