Permissions

mrlock10
New Contributor

What are the permission(s) required in order to review an invoice and if necessary, edit the invoice. This is for a user that compares inventory sales orders against PO's on the Job. 

Thank You, 

1 ACCEPTED SOLUTION

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

For this one, you would want to give them pricebook permissions (see the reply on your other post) and also invoice permissions on their profile.  Hope that helps!

MirandaMel_0-1685971423040.png

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

View solution in original post

1 REPLY 1

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

For this one, you would want to give them pricebook permissions (see the reply on your other post) and also invoice permissions on their profile.  Hope that helps!

MirandaMel_0-1685971423040.png

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning