Difference between revisions of "6 Access Levels"
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| − | '''Assign and Manage Access Levels''' | + | '''Assign and Manage Access Levels''' |
Do you know how to 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'''. | *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 with the same 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 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> | + | *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. | *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> | + | *'''No Access''' Cannot access at all <br> |
| − | *'''Read Only''' Can read only<br> | + | *'''Read Only''' Can read only<br> |
| − | *'''Create & Read''' Can create and also read<br> | + | *'''Create & Read''' Can create and also read<br> |
| − | *'''Full without Delete''' Can create read but cannot delete a | + | *'''Full without Delete''' Can create read but cannot delete a transaction.<br> |
*'''Full with Delete''' Can create read and delete transactions | *'''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 & click '''Save''' | *Double click on the column line to '''Select''' or '''Deselect''' an access level for a particular field & 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). | '''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). | ||
Latest revision as of 10:41, 11 July 2011
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 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, 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
- Read Only Can read only
- 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
- Double click on the column line to Select or Deselect an access level for a particular field & 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).
