Access Levels - Revision history

JoMac at 02:55, 29 September 2015

2015-09-29T02:55:43Z

Simon Clive at 03:28, 8 January 2013

2013-01-08T03:28:46Z

Simon Clive at 03:28, 8 January 2013

2013-01-08T03:28:12Z

Simon Clive at 05:33, 23 June 2011

2011-06-23T05:33:22Z

Simon Clive at 05:21, 23 June 2011

2011-06-23T05:21:44Z

Dene at 23:54, 8 May 2011

2011-05-08T23:54:44Z

Eliza at 05:00, 9 March 2011

2011-03-09T05:00:45Z

Eliza at 22:51, 28 February 2011

2011-02-28T22:51:43Z

Admin at 04:48, 18 January 2011

2011-01-18T04:48:10Z

Admin: Created page with " Related Items= Access Levels Clock On Custom Reports Employee Barcodes Employee List Employee Reports [[Employee Summary R..."

2011-01-12T23:10:28Z

Created page with "<menu name=myMenu align=center> Related Items= Access Levels Clock On Custom Reports Employee Barcodes Employee List Employee Reports [[Employee Summary R..."

New page

<menu name=myMenu align=center>
Related Items=
[[Access Levels]]
[[Clock On]]
[[Custom Reports]]
[[Employee Barcodes]]
[[Employee List]]
[[Employee Reports]]
[[Employee Summary Report]]
[[New Employee]]
[[Personal Preferences]]
[[Rep]]
[[Rep List]]
[[Roster]]
[[Roster List]]
[[Services Rep]]
[[Timesheet]]
[[Timesheet List]]
[[To Do]]
[[To Do List]]
[[Transfer Employee Data]]
</menu>

== Overview ==

@@ Line 24: / Line 24: @@
 '''Access Levels''' allow you to control which areas of ERP each employee can access and which data they can view, add, edit or delete.
 '''How to use Access Levels:'''
@@ Line 32: / Line 33: @@
 *Or click on '''Default Option''' and select from the drop down menu the appropriate settings to suite the employee
 *Select each Module on the left in turn and double click in the '''Access Level''' column required next to each specific row within that tab to flag it with either a '''Green Tick''' or '''Red Zero''' '''eg'''.. Accounts Can read Credit Card Numbers
 '''No Access''' Cannot access at all
-'''Read Only '''Can read only&nbsp;
+'''Read Only '''Can read only
 '''Create &amp; Read''' Can create and also read
@@ Line 46: / Line 48: @@
 *Click '''Save'''
 If you are looking for a '''Specific Access Level''' but are unsure which module it is in , the list can be searched with '''F5,F6 and F7''' functionality <br>
 '''NB'''. Some Access Levels require a '''True or False''' response so either '''No Access''' or '''Full with Delete''' must be selected.<br>
 <br>

@@ Line 27: / Line 27: @@
 '''How to use Access Levels:'''
 *Select the '''Employee Module'''
 *Select '''Access Levels''' button
 *Select the employee name from the drop down menu select '''Copy From''' - to copy Access Levels from an employee already set up
 *Or click on '''Default Option''' and select from the drop down menu the appropriate settings to suite the employee
 *Select each Module on the left in turn and double click in the '''Access Level''' column required next to each specific row within that tab to flag it with either a '''Green Tick''' or '''Red Zero''' '''eg'''.. Accounts Can read Credit Card Numbers
 '''No Access''' Cannot access at all
-*'''Read Only '''Can read only&nbsp;
-*'''Create &amp; Read''' Can create and also read
+'''Read Only '''Can read only&nbsp;
-*'''Full without Delete''' Can create read but cannot delete a transaction
-*'''Full with Delete''' Can create read and delete transactions <br>
+'''Create &amp; Read''' Can create and also read
 *Ensure that you scroll all the way to the bottom of the page for each Module and ensure that an '''Acces Level''' has been allocated to every line
 *Click '''Save'''
 If you are looking for a '''Specific Access Level''' but are unsure which module it is in , the list can be searched with '''F5,F6 and F7''' functionality <br>
 '''NB'''. Some Access Levels require a '''True or False''' response so either '''No Access''' or '''Full with Delete''' must be selected.<br>
 <br>

@@ Line 27: / Line 27: @@
 '''How to use Access Levels:'''
-*Select [[Employee]] tab
+*Select the '''Employee Module'''
 *Select '''Access Levels''' button
-*Select the employee name from the drop down menu select '''Copy From''' - to copy access levels from an employee already set up
+*Select the employee name from the drop down menu select '''Copy From''' - to copy Access Levels from an employee already set up
 *Or click on '''Default Option''' and select from the drop down menu the appropriate settings to suite the employee
-*Select each tab on the left in turn and double click in the access level column required next to each "account" row within that tab '''eg'''.. Accounts Can read Credit Card Numbers
+*Select each Module on the left in turn and double click in the '''Access Level''' column required next to each specific row within that tab to flag it with either a '''Green Tick''' or '''Red Zero''' '''eg'''.. Accounts Can read Credit Card Numbers
-*'''Read Only''' Can read only
+'''No Access''' Cannot access at all
-*'''No Access''' Cannot access at all
+*'''Read Only '''Can read only&nbsp;
 *'''Create &amp; Read''' Can create and also read
 *'''Full without Delete''' Can create read but cannot delete a transaction
 *'''Full with Delete''' Can create read and delete transactions <br>
-*Ensure that you scroll all the way to the bottom of the page for each tab and ensure that an acces level has been allocated to every line
+*Ensure that you scroll all the way to the bottom of the page for each Module and ensure that an '''Acces Level''' has been allocated to every line
-*Click '''Save'''
+'''NB'''. Some Access Levels require a '''True or False''' response so either '''No Access''' or '''Full with Delete''' must be selected.<br>

@@ Line 32: / Line 32: @@
 *Or click on '''Default Option''' and select from the drop down menu the appropriate settings to suite the employee
 *Select each tab on the left in turn and double click in the access level column required next to each "account" row within that tab '''eg'''.. Accounts Can read Credit Card Numbers
-'''Read Only''' Can read only
+*'''Read Only''' Can read only
 *'''No Access''' Cannot access at all
 *'''Create &amp; Read''' Can create and also read
 *'''Full without Delete''' Can create read but cannot delete a transaction
 *'''Full with Delete''' Can create read and delete transactions <br>
 *Ensure that you scroll all the way to the bottom of the page for each tab and ensure that an acces level has been allocated to every line
 *Click '''Save'''

@@ Line 23: / Line 23: @@
 == Overview  ==
-Access Levels allow you to control which areas of ERP each employee can access and which data they can view, add, edit or delete.
+'''Access Levels''' allow you to control which areas of ERP each employee can access and which data they can view, add, edit or delete.
 '''How to use Access Levels:'''
 *Select [[Employee]] tab
-*Select Access Levels button
+*Select '''Access Levels''' button
-*Select the employee name from the drop down menu Select Copy from - to copy access levels from an employee already set up
+*Select the employee name from the drop down menu select '''Copy From''' - to copy access levels from an employee already set up
-*Or click on Default Option and select from the drop down menu the appropriate settings to suit the employee
+*Or click on '''Default Option''' and select from the drop down menu the appropriate settings to suite the employee
-*Select each tab on the left in turn and double click in the access level column required next to each "account" row within that tab eg..
+*Select each tab on the left in turn and double click in the access level column required next to each "account" row within that tab '''eg'''.. Accounts Can read Credit Card Numbers
+'''Read Only''' Can read only
-ACCOUNTS Can read Credit Card Numbers
+*'''No Access''' Cannot access at all
+*'''Create &amp; Read''' Can create and also read
-'''No Access '''Cannot access at all
+*'''Full without Delete''' Can create read but cannot delete a transaction
+*'''Full with Delete''' Can create read and delete transactions <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 <br> transactions <br> '''Full with Delete''' Can create read and delete transactions <br>
-−
 *Ensure that you scroll all the way to the bottom of the page for each tab and ensure that an acces level has been allocated to every line
-*Click Save
+*Click '''Save'''

@@ Line 1: / Line 1: @@
-<menu name=myMenu align=center>
+<menu name="myMenu" align="center">
 More Detail=
-[[Access Levels]]
+[[Access Levels|Access Levels]]
-[[Clock On]]
+[[Customising Lists|Customising Lists]]
-[[Custom Reports]]
+[[Customising Main Menu|Customising Main Menu]]
-[[Employee Barcodes]]
+[[Date Range|Date Range]]
-[[Employee List]]
+[[Discounts & Pricing|Discounts and Pricing]]
-[[Employee Reports]]
+[[Export Data|Export Data]]
-[[Employee Summary Report]]
+[[Filtering Lists|Filtering Lists]]
-[[New Employee]]
+[[Importing Data|Importing Data]]
-[[Personal Preferences]]
+[[Lost Connection|Lost Connection]]
-[[Rep]]
+[[Messages|Messages]]
-[[Rep List]]
+[[Merge|Merge]]
-[[Roster]]
+[[Remote Access|Remote Access]]
-[[Roster List]]
+[[Rounding|Rounding]]
-[[Services Rep]]
+[[Searching f5 f6 f7|Searching f5 f6 f7]]
-[[Timesheet]]
+[[Server Connection|Server Connection]]
-[[Timesheet List]]
+[[Status and Type|Status and Type Screens]]
-[[To Do]]
+[[Units of Measure|Units of Measure]]
-[[To Do List]]
+[[Updating]]
-[[Transfer Employee Data]]
+</menu>
 </menu>
 == Overview  ==