Access Levels
From TrueERP wiki
Revision as of 14:28, 8 January 2013 by Simon Clive (Talk | contribs)
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 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
- 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 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
NB. Some Access Levels require a True or False response so either No Access or Full with Delete must be selected.
