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Panel

Lab Client Privileges

PrivilegeDescriptionScreen /Tab
ClientGrants root access to the Labs client screens.  Without this privilege, the Client Search Screen button does not appear on Navigation or the header.Navigation
Modify ClientAllows the user to make changes to the Client Details tab, and save it.Client Tab
Modify BillingAllows the user to make changes to the Billing tab, and save it.Client Tab
A/R ClientAllows the user to see the A/R History tab under the Client.Accounting Tab
Access ClientAllows the user to open a client account from the Client List on the Client Search Screen.  Without this privilege, a user can search for client accounts but cannot open them.Client Search Screen
Create Client PaymentsAllows the user to record a payment directly on the Client screen.Accounting Tab
Submit Online PaymentsDisplays the Touchnet Payment button on the client screen to open up the payment in another window.Accounting Tab
Current Charges TabAllows access to the Current Charges tab.Current Charges tab
Create Client InvoicesDisplays the Create Invoice button and allows the user to generate an invoice for this client.Current Charges tab
Edit Client ChargesAllows the user to directly modify a client's charges  and add Misc charges.Current Charges, Misc Charges
View Client DocumentsGrants access to the Client Documents tab.Document(s)
Add Client DocumentsDisplays the Attach Documents button.Document(s)
Delete Client DocumentsAllows the user to delete a previously attached document from the client record.Document(t)



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Setup & Admin Guides
Setup & Admin Guides
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