Difference between revisions of "Access Levels"
From TrueERP wiki
| Line 27: | Line 27: | ||
'''How to use Access Levels:''' | '''How to use Access Levels:''' | ||
| − | *Select Employee tab | + | *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 | ||
Revision as of 16:00, 9 March 2011
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.
How to use Access Levels:
- Select Employee tab
- 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 suit 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
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
- 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
