6 Access Levels - Revision history

Simon Clive at 23:41, 10 July 2011

2011-07-10T23:41:10Z

Simon Clive at 23:39, 10 July 2011

2011-07-10T23:39:42Z

Simon Clive: Created page with " Assign and Manage Access Levels Do you know how to assign and manage Access Levels? When entering a new employee, assign a password and click on Access Levels. Select the em..."

2011-06-27T03:36:11Z

Created page with " Assign and Manage Access Levels Do you know how to assign and manage Access Levels? When entering a new employee, assign a password and click on Access Levels. Select the em..."

New page

Assign and Manage
Access Levels

Do you know how to assign and manage Access Levels?

When entering a new employee, assign a password and click on Access Levels.

Select the employee name from the drop down menu
Select Copy from - to transfer access levels from an employee already set up to another with the same
access levels
Or click on Default Option and select from the drop down menu the appropriate settings to suit the employee
Select the accounting fields that the employee is to have access to from the main menu, eg Accounts, Payroll
etc. Double click in column to choose the access options for an appropriate subject eg..

ACCOUNTS Can read Credit Card Numbers No Access Cannot access at all
Read Only Can read only
Create & Read Can create and also read
Full without Delete Can create read but cannot delete a
transactions
Full with Delete Can create read and delete transactions

Double click on the column line to select or de-select an access level for a particular field

Click Save

Note: The Access levels can be amended at any time through the Access Level Button within the Employee
Tab main screen, by an Employee with Full Access (Normally the System Administrator or Manager).

@@ Line 1: / Line 1: @@
 '''Assign and Manage Access Levels'''
 Do you know how to assign and manage Access Levels?
 *When entering a new employee, assign a password and click on '''Access Levels'''.
 *Select the '''Employee Name''' from the drop down menu and Select '''Copy From''' - to transfer access levels from an employee already set up&nbsp; with the same access levels.
 *Or click on '''Default Option''' and select from the drop down menu the appropriate settings to suit the employee.<br>
 *Select the '''Accounting''' fields that the employee is to have access to from the main menu, '''E.g. Accounts, Payroll''' etc. Double click in the column to choose the access options for an appropriate subject.
 *'''No Access''' Cannot access at all <br>
 *'''Read Only''' Can read only<br>
 *'''Create &amp; Read''' Can create and also read<br>
-*'''Full without Delete''' Can create read but cannot delete a transactions<br>
+*'''Full without Delete''' Can create read but cannot delete a transaction.<br>
 *'''Full with Delete''' Can create read and delete transactions
 *Double click on the column line to '''Select''' or '''Deselect''' an access level for a particular field &amp; click '''Save'''
 '''N.B.''' The Access levels can be amended at any time through the Access Level Button within the Employee Tab main screen, by an Employee with Full Access (Normally the System Administrator or Manager).

@@ Line 1: / Line 1: @@
-Assign and Manage
+Do you know how to assign and manage Access Levels?
 Access Levels
-Do you know how to assign and manage Access Levels?
+*When entering a new employee, assign a password and click on '''Access Levels'''.
-When entering a new employee, assign a password and click on Access Levels.
+'''N.B.''' The Access levels can be amended at any time through the Access Level Button within the Employee Tab main screen, by an Employee with Full Access (Normally the System Administrator or Manager).
-−
-Select the employee name from the drop down menu
-Select Copy from -  to transfer access levels from an employee already set up to another with the same
-	access levels
-Or click on Default Option and select from the drop down menu the appropriate settings to suit the employee
-Select the accounting fields that the employee is to have access to from the main menu, eg Accounts, Payroll
-	etc. Double click in column to choose the access options for an appropriate subject eg..
-−
-	ACCOUNTS  Can read Credit Card Numbers 	No Access	Cannot access at all
-							Read Only		Can read only
-			Create & Read		Can create and also read
-							Full without Delete	Can create read but cannot delete a
-										transactions
-							Full with Delete	Can create read and delete transactions
-−
-Double click on the column line to select or de-select an access level for a particular field
-−
-Click Save
-−
-Note: The Access levels can be amended at any time through the Access Level Button within the Employee
 Tab main screen, by an Employee with Full Access (Normally the System Administrator or Manager).