Access Levels

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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