Standard Role Permissions

Your JCurve account will come with a standard set of role permissions, which you can assign to your users. You can alternatively customise these roles to create your own roles with specific permissions.

Note: The administrator role has all permissions, and is therefore not listed in the Manage Roles section.

For further information on managing and customising roles, please refer to the Managing Roles article.

The following table lists the permissions and permission levels for each standard role.

A/P Clerk
ViewCreateEditFull
Accounts Payable
Accounts Payable Graphing
Export Lists
Financial History
Inventory
Non Posting Registers
Notes Tab
Resource
Accounting Lists Accounts Payable
Bill Purchase Orders
Bills
Classes
Departments
Employee Related Lists(Other Lists)
E-mail Template
Enter Vendor Credits
Find Transaction
Items
Locations
Memorized Transactions
Pay Bills
Pay Sales Tax
Perform Search
Posting Period on Transactions
Purchase Order
Receive Items
Receive Purchase Orders
Register
Tax Items
Track Messages
Units
Vendors
Calendar
Contacts
Documents and Files
Events
Media Items
Phone Calls
Posting Period on Transactions
Tasks

 

A/R Clerk
ViewCreateEditFull
Accounts Receivable Graphing
Accounts Receivable Reports
Export Lists
Financial History
Find Transaction
Generate Statements
Generate Statements
Inventory
Inventory Reports
Lead Snapshot/Reminders
Notes Tab
Time Tracking
Time Tracking Reports
Transaction Detail
Transaction Detail Report
Resource
Accounting Lists
Accounts Receivable Register
Bill Sales Orders
Cash Sale
Classes
Competitors
Customer Payment
Customers
Departments
Employee Related Lists(Other Lists)
E-mail Template
Find Transaction
Fulfill Sales Orders
Invoice
Items
Locations
Memorized Transactions
Perform Search
Sales Order
Ship Items
Track Messages
Units
Calendar
Contacts
Documents and Files
Events
Media Items
Phone Calls
Posting Period on Transactions
Project Tasks
Tasks
Track Time

 

Accountant
ViewCreateEditFull
Account Detail
Accounts Payable
Accounts Payable Graphing
Accounts Payable Reports
Accounts Receivable Graphing
Accounts Receivable Reports
Balance Sheet
Cash Flow Statement
Expenses
Export Lists
General Ledger
General Ledger Report
Generate Statements
Income
Income Statements
Inventory
Inventory Reports
Lead Snapshot/Reminders
Net Worth
Notes Tab
Purchases
Reports
Sales
Sales By Partner
Sales by Partner
Sales By Promotion Code
Sales by Promotion Code Reports
Sales Graphing
Tax
Time Tracking
Time Tracking Reports
Transaction Detail
Transaction Detail Report
Trial Balance
Trial Balance Report
Resource
Accounting Lists
Accounts
Accounts Payable Register
Accounts Receivable Register
Adjust Inventory
Bank Account Registers
Bill Purchase Orders
Bill Sales Orders
Bills
Build Assemblies
Cash Sale
Check
Classes
Competitors
Credit Card
Credit Card Refund
Credit Card Registers
Credit Memo
Currency Revaluation
Customer Payment
Customers
Departments
Deposit
Distribute Inventory
E-mail Template
Employee Related Lists(Other Lists)
Employees
Enter Opening Balances
Enter Vendor Credits
Equity Registers
Find Transaction
Fixed Asset Registers
Invoice
Items
Locations
Long Term Liability Registers
Make Journal Entry
Mass Updates
Memorized Transactions
Non Posting Registers
Other Asset Registers
Other Current Asset Registers
Other Current Liability Registers
Other Names
Pay Bills
Pay Sales Tax
Perform Search
Purchase Order
Reconcile
Sales Order
Track Messages
Track Time
Transfer Funds
Transfer Inventory
Unbuild Assemblies
Units
Vendors
Calendar
Contacts
Documents and Files
Events
Import XML Transaction
Media Items
Phone Calls
Posting Period on Transactions
Report Customization
Tasks
Project Tasks
           

 

Accountant (Reviewer)
ViewCreateEditFull
Accounting Lists
Accounts
Accounts Payable Graphing
Accounts Payable Register
Accounts Receivable
Accounts Receivable Graphing
Accounts Receivable Register
Adjust Inventory
Balance Sheet
Bank Account Registers
Bills
Build Assemblies
Cash Flow Statement
Cash Sale
Check
Classes
Competitors
Credit Card
Credit Card Refund
Credit Card Registers
Credit Memo
Currency Revaluation
Customer Payment
Customers
Departments
Deposit
Distribute Inventory
Employee Related Lists (Other Lists)
Employees
Enter Opening Balances
Enter Vendor Credits
Equity Registers
Expenses
Export Lists
Fixed Asset Registers
General Ledger
Generate Statements
Income
Income Statement
Inventory
Invoice
Items
Lead Snapshot/Reminders
Locations
Long Term Liability Registers
Make Journal Entry
Memorized Transactions
Net Worth
Non Posting Registers
Notes Tab
Other Asset Registers
Other Current Asset Registers
Other Current Liability Registers
Other Names
Pay Sales Tax
Phone Calls Full
Purchase Order
Purchases
Sales
Sales By Partner
Sales By Promotion Code
Sales Order
Tax
Time Tracking
Track Time
Transaction Detail
Transfer Funds
Transfer Inventory
Trial Balance
Unbuild Assemblies Accounts Payable
Units
Vendors
Resource
E-mail Template
Find Transaction
Mass Updates
Perform Search
Track Messages
Calendar
Contacts
Documents and Files
Events
Media Items
Phone Calls
Posting Period on Transactions
Tasks
Project Tasks

 

Advanced Partner Center
ViewCreateEditFull
Calendar
Campaign
Export Lists
Financial History
Items
Knowledge Base
Lead Snapshot/Reminders
Non Posting Registers
Notes Tab Create
Sales
Sales By Partner
Sales By Promotion Code
Sales Force Automation
Support
Support Case Snapshot/Reminders
Units
Notes Tab
Promotion Code
Campaign History
Cases
CRM Groups
Estimate
Find Transaction
Mass Updates
Opportunity
Perform Search
Sales Order
Track Messages
Contacts
Customers
E-mail Template
Events
Partners
Phone Calls
Project Tasks
Projects
Tasks

 

Bookkeeper
ViewCreateEditFull
Accounts
Accounts Payable
Accounts Payable Register
Accounts Receivable
Accounts Receivable Register
Bank Account Registers
Credit Card Registers
Equity Registers
Export Lists
Fixed Asset Registers
Generate Statements
Inventory
Lead Snapshot/Reminders
Long Term Liability Registers
Non Posting Registers
Notes Tab
Other Asset Registers
Other Current Asset Registers
Other Current Liability Registers View
Tax
Time Tracking
Transaction Detail
Resource
Accounting Lists
Adjust Inventory
Bill Purchase Orders
Bill Sales Orders
Bills
Cash Sale
Check
Classes
Competitors
Cr Card
Cr Card Refund
Cr Memo
Currency Revaluation
Customer Payment
Customers
Departments
Deposit
E-mail Template
Employee Related Lists(Other Lists)
Employees
Enter Opening Balances
Enter Vendor Crs
Find Transaction
Invoice
Items
Locations
Make Journal Entry
Memorized Transactions
Other Names
Pay Bills
Pay Sales Tax
Perform Search
Purchase Order
Reconcile
Sales Order
Track Messages
Track Time Full
Transfer Funds
Units
Vendors
Calendar
Contacts
Documents and Files
Events
Import XML Transaction
Media Items
Phone Calls
Posting Period on Transactions
Project Tasks
Tasks
Track Time

 

CEO
ViewCreateEditFull
Accounts Payable Generate Statements
Accounts Payable Graphing
Accounts Receivable
Accounts Receivable Graphing
Balance Sheet
Cash Flow Statement
Commission Reports
Expenses
Export Lists
General Ledger
Income
Income Statement
Individual Paycheck
Inventory
Lead Snapshot/Reminders
Net Worth
Notes Tab
Purchases
Quota Reports
Sales
Sales By Partner
Sales By Promotion Code
Sales Force Automation
Tax
Time Tracking
Trial Balance
 
E-mail Template
Fax Messages
Fax Template
Find Transaction
Letter Template
Mail Merge
Mass Updates
PDF Messages
PDF Template
Perform Search
Reconcile Letter Messages
Track Messages
Accounting Lists
Accounts
Accounts Payable Register
Accounts Receivable Register
Adjust Inventory
Approve Online Bill Payments
Audit Trail
Bank Account Registers
Bill Purchase Orders
Bill Sales Orders
Billing Setup
Bills
Calculate Time
Calendar
Cash Sale
Cash Sale Refund
Check
Classes
Commission Transaction
Commission Transaction Approval
Competitors
Contacts
Credit Card
Credit Card Refund
Credit Card Registers
Credit Memo
Currency Revaluation
Customer Payment
Customer Refund
Customers
Departments
Deposit
Documents and Files
Edit Forecast
Employee Related Lists(Other Lists)
Employees
Enter Opening Balances
Enter Vendor Credits
Enter Year-To-Date Payroll Adjustments
Equity Registers
Estimate
Events
Expense Report
fill Sales Orders
Finance Charge
Find Matching Online Banking Transactions
Fixed Asset Registers
FulImport Online Banking (QIF) File
Import XML Transaction
Internal Publisher
Invoice
Item/Category Layouts
Items
Locations
Long Term Liability Registers
Make Journal Entry
Media Items
Memorized Transactions
Non Posting Registers
Online Bank Statement
Opportunity
Other Asset Registers
Other Current Asset Registers
Other Current Liability Registers
Other Names
Pay Bills
Pay Sales Tax
Payroll Liability Payments
Phone Calls
Posting Period on Transactions
Presentation Categories
Project Tasks
Projects
Purchase Order
Receive Items
Receive Purchase Orders
Receive Returns
Refund Returns
Resource
Return Auth. Approval
Return Authorization
Sales Order
Sales Order Approval
Set Up Budgets
Ship Items
Statement Charge
Store Categories
Store Content Categories
Store Content Items
Store Tabs
Tasks
Timer
Track Time
Transfer Funds
Units
Vendors
View Online Bill Pay Status

 

CEO (Hands Off)
ViewEditFull
Accounting Lists
Accounts
Accounts
Accounts Payable
Accounts Payable Graphing
Accounts Payable Register
Accounts Receivable
Accounts Receivable Graphing
Adjust Inventory
Approval
Approve Online Bill Payments
Audit Trail
Balance Sheet
Bank Account Registers Classes
Bill Purchase Orders
Bill Sales Orders
Billing Setup
Bills
Calculate Time
Cash Flow Statement
Cash Sale
Cash Sale Refund
Check
Commission Reports
Commission Transaction Approval
Competitors
Credit Card
Credit Card Refund
Credit Card Registers
Credit Memo
Currency Revaluation
Customer Payment
Customer Refund
Customers
Departments
Deposit
Edit Forecast
Employee Related Lists(Other Lists)
Employees
Enter Opening Balances
Enter Vendor Credits
Enter Year-To-Date Payroll Adjustments
Equity Registers
Estimate
Expense Report
Expenses
Export Lists
Finance Charge
Find Matching
Fixed Asset Registers
Fulfill Sales Orders
General Ledger
Generate Statements
Import Online Banking (QIF) File
Import XML Transaction
Income
Income Statement
Individual Paycheck
Inventory
Invoice
Items
Lead Snapshot/Reminders
Locations
Long Term Liability Registers
Make Journal Entry
Memorized Transactions
Net Worth
Non Posting Registers
Notes Tab
Online Bank Statement
Online Banking Transactions
Online Bill Pay Status
Opportunity
Other Asset Registers
Other Current Asset Registers
Other Current Liability Registers
Other Names
Pay Bills
Pay Sales Tax
Payroll Liability Payments
Posting Period on Transactions
Promotion Code
Purchase Order
Purchases
Quota Reports
Receivable Register
Receive Items
Receive Purchase Orders
Receive Returns
Reconcile
Refund Returns
Return Auth. Approval
Return Authorization
Sales
Sales By
Sales By Partner
Sales Force Automation
Sales Order
Sales Order
Set Up Budgets
Ship Items
Statement Charge
Tax
Time Tracking
Timer
Track Time
Transfer Funds
Trial Balance
Units
Vendors
E-mail Template
Fax Messages
Fax Template
Find Transaction
Letter Messages
Letter Template
PDF Messages
PDF Template
Perform Search
Track Messages
Calendar
Commission Transaction
Contacts
Documents and Files
Events
Media Items
Phone Calls
Project Tasks
Resource
Tasks

 

CFO 
ViewCreateEditFull
Account Detail
Accounts Payable
Accounts Payable Graphing
Accounts Receivable
Accounts Receivable Graphing
Amortization Reports
Balance Sheet
Budget
Build Assemblies
Commission Reports
Custom Record Types
Employee Commission Schedules/Plans
Employee Reminders
Expenses
Export Lists
Financial Statements
General Ledger
Generate Price Lists
Generate Statements
Income
Income Statement
Individual Paycheck
Inventory
Item Fulfillment
Item Receipt
Lead Snapshot Reminders
Net Worth
Partner Authorized Commission Reports
Partner Commission Reports
Purchase Order Reports
Purchases
Quota Reports
Return Authorization Reports
Revenue Recognition Reports
Sales
Sales By Parnter
Sales By Promotion Code
Sales Force Automation
Sales Order Fulfillmetn Reports
Sales Order Reports
Tax
Time Tracking
Unbuild Assemblies
   
Accounts
Accounting Lists
Accounts Payable Register
Accounts Receivable Register
Adjust Inventory
Amortization Schedules
Approve OnlineBill Payments
Approve Vendor Payments
Audit Trail
Bank Account Registers
Bill Purchase Orders
Billing Setup
Bills
Build Work Orders
Calculate Time
Calendar
Cash Sale
Cash Sale Refund
Check
Classes
Competitors
Contacts
Copy Budgets
Create Allocation Schedules
Credit Card
Credit Card Refund
Credit Card Registers
Credit Memo
Credit Returns
Currency Revaluation
Customer Deposit
Customer Payment
Customer Refund
Customers
Departments
Deposit
Deposit Application
Documents and Files
Email Template
Employee Commission Transaction
Employee Commission Transaction Approval
Employees
Enter Opening Balances
Enter Vendor Credits
Enter Year-To-Date Payroll Adjustments
Equity Registers
     
Estimate
Expense Report
Events
Fax Messages
Fax Template
Finance Charge
Financial History
Financial Statement Layouts
Financial Statement Sections
Find Matching Online Banking Transactions
Find Transaction
Fixed Asset Registers
Fulfill Orders
Generate Revenue Commitment
Generate Revenue Commitment Reversals
Import Online Banking (QIF) File
Import XML Document
Intercompany Adjustments
Invoice
Items
Journal Approval
Letter Messages
Letter Template
Locations
Long Term Liability Registers
Mail Merge
Make Journal Entry
Mass Updates
Memorized Transactions
Non Posting Registers
Notes Tab
Online Banking Statement
Opportunity
Other Asset Registers
Other Current Asset Registers
Other Current Liability Registers
Ohter Lists
Other Names
Outlook Integration
Partner Commission Transaction
Partner Commission Transaction Approval
Pay Bills
Pay Sales Tax
Payroll Liability Payments
     
PDF Messages
PDF Template
Perform Search
Phone Calls
Posting Period on Transactions
Process GST Refund
Project Tasks
Projects
Publish Search
Purchase Order
Receive Order
Receive Returns
Reconcile
Refund Returns
Report Customization
Report Scheduling
Resource
Return Auth. Approval
Return Authorization
Revenue Commitment
Revenue Commitment Reversal
Revenue Management VSOE
Revenue Recognition Schedules
Sales Order
Sales Order Approval
Set Up Budgets
Set Up Synchronization
Statement Charge
Tasks
Timer
Track Messages
Track Time
Transaction Detail
Transfer Funds
Trial Balance
Unbilled Receivable Registers
Units
Vendor Return Auth. Approval
Vendor Return Authorization
Vendor Returns
Vendors
View Online Bill Pay Status
Web Services
Work Order
Customer Center 
ViewCreateEditFull
Accounts Receivable Register
Cash Sale
Credit Memo
Customer Deposit
Deposit Application
Estimate
Export Lists
Fulfill Sales Order
Invoice
Issues (available when Issue Management feature is enabled)
Non Posting Registers
Track Messages
Generate Statements
Return Authorization
Ship Items
Cases
Contacts
Customer Payment
Customer Profile
Find Transaction
Perform Search
Sales Order
Find Transaction
Perform Search
Web Services (available when the Web Services feature is enabled)

Perform Search

Employee Center
ViewCreateEditFull
Accounts Payable Register Documents and Files
Amend W-4
Edit Profile
Employee SS Numbers
Export Lists
Individual Paycheck
Media Items
Non Posting Registers
Time Tracking
Resource
Contacts
Expense Report
Find Transaction
Notes Tab
Perform Search
Calendar
Events
Expense Report
Phone Calls
Project Tasks
Purchase Order
Tasks
Track Time

 

Full Access
ViewFull
Account Detail Report
Accounts Payable Graphing
Accounts Payable Report
Accounts Receivable Graphing
Accounts Receivable Report
Accounts Receivable Un-Billed
Balance Sheet
Budget
Cash Flow Report
Expenses
Form 1099
Form 940
Form 941
Form W-2
General Ledger
Income
Income Statement
Inventory
Lead Snapshot/
Monthly Summary Reports by Employee
Monthly Summary Reports by Item
Net Worth
Payroll Check Register
Payroll Journal Report
Payroll Liability Report
Payroll Reports
Purchases
Reconcile Reporting
Reminders
Sales
Sales By Partner
Sales By Promotion Code
Sales Force Automation
Sales Graphing
Support
Support Case Snapshot/Reminders
Tax
Time Tracking
Transaction Detail
Trial Balance
Web Site Report
Web Store Report
Accounting Lists
Accounts
Accounts Payable Register
Accounts Receivable Register
Adjust Inventory
Adjust Inventory Worksheet
Allow Non G/L Changes
Approve Direct Deposit
Approve EFT
Approve Online Bill Payments
Audit Trail
Bank Account Registers
Bill Purchase Orders
Bill Sales Orders
Billing Setup
Bills
Calculate Time
Calendar
Campaign
Campaign History
Cases
Cash Sale
Cash Sale Refund
Check
Classes
Color Themes
Companies
Competitors
Contacts
Cost of Goods Sold Registers
Credit Card
Credit Card Refund
Credit Card Registers
Credit Memo
CRM Group
CRM Lists (Other Lists)
Currency
Currency Revaluation
Custom Record Entries
Customer Payment
Customer Profile
Customer Refund
Customers
Departments
Deposit
Direct Deposit Status
Distribute Inventory
Documents and Files
Edit Forecast
EFT Status
E-mail Template
Employee Related Lists(Other Lists)
Employees
Enter Opening Balances
Enter Vendor Credits
Enter Year-to-date Payroll Adjustments
Equity Registers
Establish Quotas
Estimate
Events
Expense Categories
Expense Registers
Expense Report
Finance Charge
Financial History
Find Matching Online Banking Transactions
Find Transaction
Fixed Asset Registers
Fulfill Sales Orders
Generate Statements
Import Online Banking (QIF) File
Import XML Transaction
Income Registers
Individual Paycheck
Internal Publisher
Invoice
Item/Category Layouts
Items
Journal Approval
Knowledge Base
Locations
Long Term Liability Registers
Make Journal Entry
Marketing Template
Mass Updates
Media Items
Memorized Transactions
Non Posting Registers
Notes Tab
Online Bank Statement
Opportunity
Other Asset Registers
Other Current Asset Registers
Other Current Liability Registers
Other Expense Registers
Other Income Registers
Other Names
Override Period Restrictions
Partners
Pay Bills
Pay Sales Tax
Paychecks
Payment Methods
Payroll Items
Payroll Liability Payments
Posting Period on Transactions
Presentation
Categories
Process Payroll
Promotion Code
Purchase Order
Receive Items
Receive Purchase Orders
Receive Returns
Reconcile
Record Custom Field
Refund Returns
Related Items
Report Customization
Resource
Return Auth. Approval
Return Authorization
Run Payroll
Sales Order
Sales Order Approval
Set Up Budgets
Ship Items
Shipping Items
Shortcuts
Statement Charge
Store Categories
Store Content Categories
Store Content Items
Store Tabs
Tasks
Tax Items
Timer
Track Messages
Track Time
Transfer Funds
Transfer Inventory
Vendors
View Online Bill Pay Status
Website (External) publisher

 

Intranet Manager
ViewCreateEditFull
Export Lists
Find Transaction
Notes Tab
Resource
E-mail Template
Track Messages
Calendar
Color Themes
Custom Item Fields
Documents and Files
Events
Internal Publisher
Item/Category Layouts
Items
Media Items
Perform Search
Phone Calls
Presentation Categories
Publish Employee List
Related Items
Resource Create
Setup an Online Store
Store Categories
Store Content Categories
Store Content Items
Store Tabs
Tasks
Units

 

Marketing Administrator
ViewEditFull
Cases
Export Lists
Financial History
Find Transaction
Classes
Departments
E-mail Template
Locations
Track Messages
Vendors
Backup Your Data
Calendar
Campaign
Campaign History
Color Themes
Companies
Competitors
Contacts
Create Public Search
CRM Group
CRM Lists
Custom Body Fields
Custom Column Fields
Custom Entity Fields
Custom Entry Forms
Custom Event Fields
Custom Fields
Custom Item Fields
Custom Layouts
Custom Lists
Custom Record Entries
Custom Record Types
Custom Subtabs
Custom Transaction Fields
Custom Transaction Forms
Customer Profile
Customer Status
Customers
Delete Event
Documents and Files
Duplicate Detection Setup
Duplicates Mgmt. And
Employees
Events
Fax Messages
Fax Template
Guided Start
Import CSV File
Import XML Transaction
Internal Publisher
Knowledge Base
Lead Snapshot/Reminders
Letter Messages
Letter Template
Mail Merge
Manage Roles
Manage Users
Marketing Campaign Reports
Marketing Template
Mass Updates
Media Items
Merging
Notes Tab
Online Custom Record Form
Online Customer Form
Other Names
Partners
PDF Messages
PDF Template
Perform Search
Permission Level
Permission Level
Phone Calls
Presentation Categories
Project Tasks
Projects
Promotion Code
Publish Knowledge Base
Quota Reports
Record Custom Field
Report Customization
Resource
Sales
Sales By Partner
Sales By Promotion Code
Sales Force Automation
Sales Force Automation Setup
Save Dashboards
Set Up Campaign E-mail Addresses
Set Up Domains
Set Up Intellisync link
Set Up XML Import
Setup Campaigns
Shortcuts
Tasks
Users & Passwords
Web Site Report

 

Marketing Assistant
ViewCreateEditFull
Financial History
Items
Lead Snapshot/Reminders
Marketing Campaign Reports
Quota Reports
Sales
Sales By Partner
Sales By Promotion Code
Sales Force Automation Export Lists
Units
Knowledge Base
CRM Lists
E-mail Template
Fax Messages
Fax Template
Find Transaction
Letter Messages
Letter Template
Mail Merge
Media Items
Partners
PDF Messages
PDF Template
Perform Search
Promotion Code
Track Messages
Calendar
Campaign
Campaign History
Companies
Competitors
Contacts
CRM Group
Customers
Documents and Files
Duplicates Mgmt. And Merging
Events
Marketing Template
Mass Updates Notes Tab
Phone Calls Resource
Project Tasks
Projects
Tasks

 

Marketing Manager
ViewCreateEditFull
Export Lists
Financial History
Items
Lead Snapshot/Reminders
Marketing Campaign Reports
Quota Reports
Sales
Sales By Partner
Sales By Promotion Code
Sales Force Automation
Units
Knowledge Base
CRM Lists
Custom Body Fields
Custom Column Fields
Custom Entity Fields
Custom Event Fields
Custom Fields
Custom Lists
E-mail Template
Fax Messages
Fax Template
Find Transaction
Letter Messages
Letter Template
Mail Merge
Media Items
PDF Messages
PDF Template
Perform Search
Publish Knowledge Base
Track Messages
Calendar
Campaign
Campaign History
Companies
Competitors
Contacts
CRM Group
Custom Transaction Forms
Customer Status
Customers
Documents and Files
Duplicates Mgmt. And Merging
Events
Internal Publisher
Marketing Template
Mass Updates
Notes Tab
Online Customer Form
Partners
Phone Calls
Project Tasks
Projects
Promotion Code
Resource
Sales Territory Rule
Set Up Campaign E-mail Addresses
Setup Campaigns
Tasks

 

Partner Center
ViewEditFull
Cases
Export Lists
Find Transaction
Notes Tab
Sales By Partner
Sales By Promotion Code
Competitors
Customers
Partners
Perform Search
Promotion Code

 

Retail Clerk (Note that this role cannot be customized. See Understanding Retail Clerk Roles.)
ViewCreateEditFull
Calendar
Events
Items
Locations
Tasks
Track Messages
Employee Reminders
Sales Order Transaction Report
Time Tracking
Transaction Detail
Deposit Applictation
Edit Profile
Fulfill Sales Orders
Purchase Order
Ship Items
Track Time
Phone Calls Contacts
Cases
Sales Order
Invoice
Find Transaction
Bill Sales Orders
Credit Memo
Customer Deposit
Customer Payment
Customer Refund
Transfer Order
Notes Tab
Perform Search
Customers
Documents and Files

 

Retail Clerk (Web Services Only) (Note that this role cannot be customized. See Understanding Retail Clerk Roles.)
ViewCreateEditFull
CurrencyItems

 

Locations

Employees

    Custom Record EntriesDocuments and Files

 

Credit Memo

Customer Deposit

Customer Payment

Customer Refund

Deposit Application

Find Transaction

Invoice

Sales Order

Track Time

Set Up Web Services

View Unencrypted Credit Cards

Web Services

Customers

 

Sales Administrator
ViewCreateEditFull
Accounts Receivable
Accounts Receivable Register
Commission Reports
Export Lists
Financial History
Find Transaction
Items
Lead Snapshot/Reminders
Non Posting Registers
Quota Reports
Sales
Sales By Partner
Sales By Promotion Code
Sales Force Automation
Shipping Items
Units
Resource
Cash Sale
CRM Lists
Custom Body Fields
Custom Column Fields
Custom Entity Fields
Custom Event Fields
Custom Fields
Custom Lists
Custom Subtabs
Custom Transaction Fields
Mass Updates
Perform Search
Billing Setup
Calendar
Commission Feature Setup
Commission Schedules/Plans
Commission Transaction
Companies
Competitors
Contacts
Create Public Search
CRM Group
Custom Entry Forms
Custom Transaction Forms
Customer Status
Customers
Documents and Files
Duplicate Detection Setup
Duplicates Mgmt. And Merging
Edit Forecast
E-mail Template
Employees
Establish Quotas
Estimate
Events
Fax Messages
Fax Template
Find Transaction Edit
Internal Publisher
Letter Messages
Letter Template
Mail Merge
Manage Roles
Manage Users
Media Items
Notes Tab
Online Customer Form
Opportunity
PDF Messages
PDF Template
Phone Calls
Project Tasks
Projects
Promotion Code
Sales Force Automation Setup
Sales Order
Sales Order Approval
Sales Territory
Sales Territory Rule
Save Dashboards
Set Up Domains
Tasks
Track Messages
Gross Profit

 

Sales Manager
ViewCreateEditFull
Accounts Receivable
Accounts Receivable Register
Campaign
Commission Reports
Export Lists
Find Transaction
Items
Lead Snapshot/Reminders
Non Posting Registers
Quota Reports
Sales
Sales By Partner
Sales By Promotion Code
Sales Force Automation
Units
Resource
Campaign History
Cash Sale
CRM Lists
Custom Body Fields
Custom Column Fields
Custom Entity Fields
Custom Fields
Custom Lists
Custom Subtabs
Custom Transaction Fields
Fax Messages
Fax Template
Find Transaction
Letter Messages
Letter Template
Mail Merge
Mass Updates
PDF Messages
PDF Template
Perform Search
Billing Setup
Calendar
Commission Feature Setup
Commission Schedules/Plans
Commission Transaction
Companies
Competitors
Contacts
CRM Group
Custom Entry Forms
Custom Transaction Forms
Customer Status
Customers
Documents and Files
Edit Forecast
E-mail Template
Establish Quotas
Estimate
Events
Internal Publisher
Manager Forecast
Media Items
Notes Tab
Online Customer Form
Opportunity
Permission Level
Phone Calls
Project Tasks
Projects
Promotion Code
Resource Create
Sales Order
Sales Order Approval
Sales Territory
Sales Territory Rule
Tasks
Track Messages
Gross Profit

 

Sales Person
ViewCreateEditFull
Campaign
Commission Reports
Commission Schedules/Plans
Commission Transaction
CRM Lists
Duplicates Mgmt. And Merging Export Lists
Find Transaction
Items
Lead Snapshot/Reminders
Non Posting Registers
Quota Reports
Sales
Sales By Partner
Sales By Promotion Code
Sales Force Automation
Units
Resource
Notes Tab
Notes Tab
Campaign History
Cash Sale
Companies
Edit Forecast
Estimate
Fax Messages
Fax Template
Find Transaction
Letter Messages
Letter Template
Mail Merge
Mass Updates
Opportunity
PDF Messages
PDF Template
Perform Search
Sales Order
Billing Setup
Calendar
Competitors
Contacts
Customers
Documents and Files
E-mail Template
Events
Media Items
Phone Calls
Project Tasks
Projects
Tasks
Track Messages

 

Sales Vice President
ViewCreateEditFull
Accounts Receivable Register
Accounts Receivable Reports
Cases
Commission Reports
Export Lists
Items
Lead Snapshot/Reminders
Marketing Campaigns
Non Posting Registers
Quota Reports
Sales (Reports)
Sales By Partner (Reports)
Sales By Promotion Code (Reports)
Sales Force Automation (Reports)
Sales Order Reports
Sales Order Transaction Reports
Web Site Report
Web Store Report
 
Campaign History
Cash Sale
Fax Messages
Fax Template
Letter Messages
Letter Template
Mail Merge
Mass Updates
PDF Messages
PDF Template
Billing Setup
CRM Groups
Calendar
Companies
Competitors
Contact Roles
Contacts
Customers
Documents and Files
Edit Forecast
Edit Manager Forecast
Email Template
Establish Quotas
Estimate
Events
Find Transaction
Notes Tab
Opportunity
Phone Calls
Report Customization
Report Scheduling
Sales Order
Sales Order Approval
Tasks
Track Messages

 

Store Manager
ViewCreateEditFull
Accounts Receivable
Export Lists
Find Transaction
Inventory
Lead Snapshot/Reminders
Non Posting Registers
Sales
Sales By Partner
Sales By Promotion Code
Web Store Report
Resource
Companies
Competitors
Custom Item Fields
Custom Lists
Customers
E-mail Template
Find Transaction
Notes Tab
Perform Search
Shipping Items
Track Messages
Vendors
Calendar
Cash Sale
Cash Sale Refund
Color Themes
Contacts
CRM Group
CRM Lists
Documents and Files
Duplicates Mgmt. And Merging
Events
Item/Category Layouts
Items
Media Items
Phone Calls
Presentation Categories
Project Tasks
Purchase Order
Related Items
Resource Create
Sales Order
Sales Order Approval
Set Up Domains
Setup an Online Store
Store Content Items
Store Tabs
Tasks
Uncategorized Presentation Items
Units
Website (External) publisher

 

Support Administrator
ViewCreateEditFull
Export Lists
Financial History
Lead Snapshot/Reminders
Memorized Transactions
Promotion Code
Quota Reports
Sales Force Automation
Vendors
Web Site Report
Web Site Report
Receive Returns
Refund Returns
Return Auth. Approval
Return Authorization
Classes
Color Themes
Departments
E-mail Template
Find Transaction
Items
Locations
Marketing Template
Track Messages
Units
Audit Trail
Backup Your Data
Calculate Time
Calendar
Cases
Companies
Competitors
Contacts
Create Public Search
CRM Group
CRM Lists
Custom Body Fields
Custom Column Fields
Custom Entity Fields
Custom Entry Forms
Custom Event Fields
Custom Fields
Custom Item Fields
Custom Layouts
Custom Lists
Custom Record Entries
Custom Record Types
Custom Subtabs
Custom Transaction Fields
Custom Transaction Forms
Customer Profile
Customers
Delete Event
Documents and Files
Duplicates Mgmt. And Merging
Employees
Events
Fax Messages
Fax Template
Guided Start
Import CSV File
Import XML Transaction
Internal Publisher
Knowledge Base
Letter Messages
Letter Template
Mail Merge
Manage Roles
Manage Users
Mass Updates
Media Items
Notes Tab
Online Case Form
Other Names
Partners
PDF Messages
PDF Template
Perform Search
Permission Level
Phone Calls
Project Tasks
Projects
Publish Knowledge Base
Record Custom Field
Report Customization
Resource
Save Dashboards
Set Up Intellisync link
Set Up XML Import
Shortcuts
Support
Support Case Issue
Support Case Origin
Support Case Snapshot/Reminders
Support Case Territory
Support Case Territory Rule
Support Case Type
Support Setup
Tasks
Time Tracking
Timer
Track Time
Users & Passwords
Web Site (External) publisher

 

Support Manager
ViewCreateEditFull 
CRM Lists
Items
Lead Snapshot/Reminders
Other Lists
Sales
Sales By Partner
Sales By Promotion Code
Support
Support Case Snapshot/Reminders
Units
Resource
Competitors
Customers
E-mail Template
Fax Messages
Fax Template
Find Transaction
Letter Messages
Letter Template
Mail Merge
Mass Updates
PDF Messages
PDF Template
Perform Search
Track Messages
Calendar
Cases
Companies
Contacts
CRM Group
Documents and Files
Duplicates Mgmt. And Merging
Events
Export Lists View
Internal Publisher
Issues Edit
Items View
Knowledge Base
Media Items
Notes Tab
Online Case Form
Phone Calls
Project Tasks
Publish Knowledge Base
Support Case Issue
Support Case Origin
Support Case Territory
Support Case Territory Rule
Support Case Type
Support Setup
Tasks
Website (External) publisher

 

Support Person
ViewCreateEditFull
CRM Lists
Export Lists
Items
Lead Snapshot/Reminders
Publish Knowledge Base
Support
Support Case Snapshot/Reminders
Units
Website (External) publisher
Knowledge Base
Resource
Notes Tab
Companies
Competitors
Customers
E-mail Template
Fax Messages
Fax Template
Find Transaction
Issues
Letter Messages
Letter Template
Mail Merge
Mass Updates
PDF Messages
PDF Template
Perform Search
Track Messages
Calendar
Cases
Contacts
Documents and Files
Duplicates Mgmt. And Merging View
Events
Items
Media Items
Phone Calls
Project Tasks
Resource Create
Tasks

 

System Administrator
ViewEditFull
Find Transaction
Notes Tab
E-mail Template
Track Messages
Classes
Create Public Search
Custom Body Fields
Custom Column Fields
Custom Entity Fields
Custom Entry Forms
Custom Event Fields
Custom Fields
Custom Item Fields
Custom Layouts
Custom Lists
Custom Record Types
Custom Subtabs
Custom Transaction Fields
Custom Transaction Forms
Departments
Duplicate Detection Setup
Employee SS Numbers
Employees
Enable Features
Events
Internal Publisher
Locations
Manage Roles
Manage Users
Save Dashboards
Set Up Company
Set Up Credit Card Processing
Tasks

 

Vendor Center   
ViewCreateEditFull
Accounts Payable Register
Find Transaction
Non Posting Registers
Notes Tab
Purchase Orders
     

 

Warehouse Manager   
ViewCreateEditFull
Export Lists
Inventory
Items
Non Posting Registers
Notes Tab
Sales Order
Units
Vendors
Resource
E-mail Template
Find Transaction
Perform Search
Shipping Items
Track Messages
Adjust Inventory
Calendar
Contacts
Documents and Files
Events
Fulfill Sales Orders
Media Items
Permission Level
Phone Calls
Purchase Order
Receive Items
Receive Purchase Orders
Receive Returns
Ship Items
Tasks
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