Access LevelsEnglishالعربيةfrançaisTagalogहिन्दी

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Access Levels Clock On Custom Reports Employee Barcodes Employee List Employee Reports Employee Summary Report New Employee Personal Preferences Rep Rep List Roster Roster List Services Rep Timesheet Timesheet List To Do To Do List Transfer Employee Data

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