Difference between revisions of "Access Levels"
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== Overview == | == 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:''' | '''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 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 | + | *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 | |
| − | + | *'''No Access''' Cannot access at all | |
| − | + | *'''Create & 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> | |
| − | + | ||
| − | + | ||
*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 tab and ensure that an acces level has been allocated to every line | ||
| − | *Click Save | + | *Click '''Save''' |
Revision as of 16:21, 23 June 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 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
- No Access Cannot access at all
- Create & 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
- 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
