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Permissions and Custom Roles with CashFlow

OpenSolar Support
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Introduction

When you activate CashFlow, new CashFlow permissions are set to defaults specific to roles, as configured in your organization's custom roles.

In this article, we'll explain the default permissions for each role, and explain how to update as needed for your organization.

Default CashFlow Permissions by Role

The table below shows the CashFlow permission defaults for each role type in OpenSolar. If you have custom roles set up in your org, their CashFlow-related permissions will automatically match the default Sales Rep permissions

Actions Admin General Manager Sales Manager Sales-person Designer Contractor Sub-contractor Teams
CashFlow Onboarding ✅ ✅ ❌ ❌ ❌ ❌ ❌ ❌
CashFlow Configuration ✅ ✅ ❌ ❌ ❌ ❌ ❌ ❌
Invoice actions: Send ✅ ✅ ✅ ✅ ❌ ❌ ❌ ✅
Invoice actions: Send Reminder ✅ ✅ ✅ ✅ ❌ ❌ ❌ ✅
Invoice actions: Cancel ✅ ✅ ✅ ✅ ❌ ❌ ❌ ✅
Invoice actions: Mark paid offline ✅ ✅ ✅ ✅ ❌ ❌ ❌ ❌
Invoice actions: Preview ✅ ✅ ✅ ✅ ✅ ❌ ❌ ✅
Invoice actions: Custom invoice ✅ ✅ ✅ ✅ ✅ ❌ ❌ ❌
Pause Invoice comms ✅ ✅ ✅ ✅ ❌ ❌ ❌ ✅
Invoice data downloads ✅ ✅ ❌ ❌ ❌ ❌ ❌ ❌
Edit invoice details ✅ ✅ ✅ ✅ ❌ ❌ ❌ ✅
Price adjustment ✅ ✅ ✅ ✅ ❌ ❌ ❌ ✅
Adjust payments ✅ ✅ ✅ ✅ ❌ ❌ ❌ ✅
                 
Visibility                
CashFlow TopNav: Projects Write Write Write Read Read Read Read Write
CashFlow TopNav: Invoice Write Write Write Read Read Read Read Write
CashFlow TopNav: Configure Write Write Write Read Read Read Read Read
Projects > Payments > Pre-Sale Write Write Write Write Read Read Read Write
Projects > Payments > Post-Sale Write Write Write Write Read Read Read Write

 

Editing CashFlow Permissions by role

If you would like to edit the permissions on a custom role, select the "Edit" icon on the role's row in your list of custom roles. The permissions listed in the table above will be included in the full permission list for this role. 

Once you have edited the role, be sure to save your changes. 

 

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