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Permissions: Access Sell screen
Permissions: Access Sell screen
Janika avatar
Written by Janika
Updated over a week ago

The Access Sell screen permission provides users with access to the Sell screen and Customers tab inside the Contacts screen. with access to these areas, users can view and manage Quotes, Sales orders, and Customers.

All Users with default access will have this permission enabled.

A user with the Access Sell screen permission can:

  • Access the Sell screen and Contacts screen > Customers tab

  • Create, edit, and view Quotes and Sales orders

  • Prioritize Sales orders and Manufacturing orders

  • Create, edit, and view Customer cards;

The permission can be enabled/disabled when inviting a user to Katana and changed anytime from the Team page.

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