create new ticket
check ticket status- Select Settings > Admin > Security.
- Click New.
- Enter a Role Name
- Enter a Role Description.
- Select the appropriate Permissions for the Role.
- Add Contacts to the Role.
- Click Save.
Permissions
Each permission controls a specific section, panel or action for the user.
Dashboard
Section | Permission | Description |
| Dashboard | Dashboard | This will restrict user access to Dashboard. |
Order Totals | This will restrict user from seeing Order Totals on the Dashboard. | |
Accounts Receivable | This will restrict user from seeing Accounts Receivable on the Dashboard. | |
Production | This will restrict user from seeing Production on the Dashboard. | |
Orders | This will restrict user from seeing Orders on the Dashboard. | |
Quotes | This will restrict user from seeing Quotes on the Dashboard. | |
Sales | This will restrict user from seeing Sales on the Dashboard. | |
Deposits | This will restrict user from seeing Deposits on the Dashboard. |
Point of Sale
Section | Permission | Description |
| Point of Sale | Point of Sale | This will restrict user access to POS. |
Edit Price | This will restrict user from editing a Price in POS. | |
Product Specs | This will restrict user from editing Product Specs in POS. | |
Discount | This will restrict user from adding a Discount in POS. |
CRM
Section | Permission | Description | |
| CRM | CRM | This will restrict user access to CRM. | |
Customer-Search/View | Customer-Search/View | This will restrict user from searching or viewing Customers in CRM. | |
Export | This will restrict user from Exporting Customer information in CRM. | ||
Info Boxes | This will restrict user from viewing Customer Info Boxes in CRM. | ||
Accounting | This will restrict user from viewing Accounting in CRM. | ||
Edit | Edit | This will restrict user from editing a Customer in CRM. | |
| Financial | This will restrict user from editing Customer Financial information. | ||
| Financial - Commission | This will restrict user from editing Customer Commission information. | ||
| Online Ordering | This will restrict user from editing Customer Online Ordering information. | ||
| Delete | This will restrict user from deleting a Customer in CRM. | ||
Contact - Search/View | Contact - Search/View | This will restrict user from searching or viewing Contacts in CRM. | |
Export | This will restrict user from exporting Contact information in CRM. | ||
Info Boxes | This will restrict user from viewing Contact Info Boxes in CRM. | ||
Edit | Edit | This will restrict user from editing Contacts in CRM. | |
| Online Ordering | This will restrict user from editing Contact Online Ordering information in CRM. | ||
| Delete | This will restrict user from deleting a Contact in CRM | ||
Marketing | Marketing | This will restrict user from accessing the Marketing tab in CRM. | |
Sales | Sales | This will restrict user from accessing the Sales tab in CRM. | |
Quotes
Section | Permission | Description | |
| Quotes | Quotes | This will restrict user access to Quotes. | |
| Quotes - Search/View | Search/View | This will restrict user from searching or viewing Quotes. | |
Export | This will restrict user from exporting Quotes. | ||
Grand Totals | This will restrict user from viewing Grand Totals in Quotes. | ||
View - Info Boxes | This will restrict user from viewing Info Boxes in Quotes. | ||
Edit | Edit | This will restrict user from editing a Quote. | |
| Approved Total | This will restrict user from viewing the Approved Total for Quotes. | ||
Items - Search/View | Items - Search/View | This will restrict user from searching or viewing an Item. | |
Export | This will restrict user from exporting Items. | ||
Grand Totals | This will restrict user from viewing the Grand Totals in Items. | ||
View - Info Boxes | This will restrict user from viewing the Info Boxes in Items. | ||
Edit | Edit | This will restrict user from editing an Item. | |
| Pricing | This will restrict user from editing the pricing of a Quote Item. | ||
| Price | Hides the Price and Per each. | ||
| Pricing - Quote | This will restrict user from editing the quote table of a Quote Item. | ||
| Pricing -Commission | This will restrict user from editing the Commission on a Quote Item. | ||
Orders
Section | Permission | Description | ||
| Orders | Orders | This will restrict user access to Orders. | ||
Orders - Search/View | Search/View | This will restrict user from searching or viewing Orders. | ||
Export | This will restrict user from exporting an Order. | |||
Search - Info Boxes | This will restrict user from searching the Info Boxes of an Order. | |||
Grand Totals | This will restrict user from viewing the Grand Totals of an Order. | |||
View - Info Boxes | This will restrict user from viewing the Info Boxes of an Order. | |||
Edit | Delete | This will restrict user from deleting an Order. | ||
| Post | This will restrict user from editing a Posted Order. | |||
| Post - Unpost | This will restrict user from being able to Unpost a Posted Order. | |||
| Void | This will restrict user from Voiding an Order. | |||
| Generate Invoice | This will restrict user from Generating an Invoice. | |||
| Approved Total | This will restrict user from Editing an Approved Total for an Order. | |||
| Payments | This will restrict user from Editing a Payment for an Order. | |||
| Shipments | This will restrict user from Editing a Shipment for an Order. | |||
| Shipments - Delete | This will restrict user from Deleting an Order. | |||
Items - Search/View
| Search/View | This will restrict user from Viewing or Searching for an Item within an Order. | ||
Export | This will restrict user from Exporting an Item within an Order. | |||
Grand Totals | This will restrict user from Viewing the Grand Totals of an Item within an Order. | |||
Info Boxes | This will restrict user from Viewing the Info Boxes for an Item within an Order. | |||
Edit | Edit | This will restrict user from editing an Order Item. | ||
| Pricing | This will restrict user from editing Pricing details for an Order Item. | |||
| Price | Hides the Price and Per each. | |||
| Pricing - Quote | This will restrict user from editing Quote table details for an Order Item. | |||
| Pricing - Commission | This will restrict user from editing Commission details for an Order Item. | |||
| Delete | This will restrict user from Deleting an Item within an Order. | |||
| Timers - Setup | Setup | This will restrict user from Setting up a Timer for an Item within an Order. | ||
| Commissionable | This will restrict user from Editing a Commissionable Rate for an Item within an Order. | |||
| Taxable | This will restrict user from Editing the Taxable Rate for an Item within an Order. | |||
| Timers - Edit Records | Edit | This will restrict user from Editing a Timer Record for an Item within an Order. | ||
| All Users | This will restrict user from editing other users Timers on an Item. | |||
Production
Section | Permission | Description |
Production | Export | This will restrict user from Exporting in Production. |
Inventory
Section | Permission | Description |
Stock | Search/View | This will restrict user from Searching or Viewing Stock in Inventory. |
Export | This will restrict user from Exporting Stock in Inventory. | |
| Edit | This will restrict user from editing stock. | |
| Customer Good | This will restrict user from seeing Customer Goods in Inventory. |
Export | This will restrict user from Exporting a Customer Good in Inventory. | |
Supplies | Search/View | This will restrict user from Searching or Viewing for Supplies in Inventory. |
Export | This will restrict user from Exporting Supplies in Inventory. | |
Edit | This will restrict user from Editing Supplies in Inventory. | |
PO | PO | This will restrict user from Seeing PO's in Inventory. |
Accounting
Section | Permission | Description |
Accounts Receivable | Accounts Receivable | This will restrict user access to Accounts Receivable in Accounting. |
Export | This will restrict user from Exporting Accounts Receivable in Accounting. | |
Deposits | Deposits | This will restrict user access to Deposits in Accounting. |
Payments | Payments | This will restrict user access to Payments in in Accounting. |
Entries | Search/View | This will restrict user access to Entries in Accounting. |
Export | This will restrict user from Exporting Entries in Accounting. | |
Revenue Breakdown | Revenue Breakdown | This will restrict user from seeing Revenue Breakdown in Accounting. |
GL Account Breakdown | GL Account Breakdown | This will restrict user from seeing GL Account Breakdown in Accounting. |
Closeouts | Closeouts | This will restrict user from seeing Closeouts in Accounting. |
Delete | This will restrict user from Deleting Closeouts in Accounting. | |
Commission | Search/View | This will restrict user from Searching/Viewing Commission in Accounting. |
Export | This will restrict user from Exporting Commission in Accounting |
Reports
Section | Permission | Description |
Reports | Accounting | This will restrict user from seeing Accounting Reports. |
Analysis | This will restrict user from seeing Analysis Reports. | |
Efficiency | This will restrict user from seeing Efficiency Reports. | |
Marketing | This will restrict user from seeing Marketing Reports. | |
Sales | This will restrict user from seeing Sales Reports. |
Settings
Section | Permission | Description | |
Accounting | Accounting | This will restrict user from seeing Accounting in Settings. | |
Admin | Admin | This will restrict user from seeing Admin in Settings | |
Accounts | This will restrict user from seeing Accounts under Admin in Settings. | ||
Configuration | This will restrict user from seeing Configuration under Admin in Settings. | ||
Custom Export | This will restrict user from seeing Custom Export under Admin in Settings. | ||
| Deleted | This will restrict user from seeing Deleted under Admin in Settings. | ||
Integrations | This will restrict user from seeing Integrations under Admin in Settings. | ||
Security | This will restrict user from seeing Security under Admin in Settings | ||
Time Clock | Time Clock | This will restrict user from seeing Time Clock under Admin in Settings. | |
| New | This will restrict user from creating a new time clock. | ||
| Edit | This will restrict user from editing a time clock. | ||
| Delete | This will restrict user from deleting a time clock. | ||
| Print | This will restrict user from printing a time clock. | ||
| Export | This will restrict user from exporting a time clock. | ||
| Filter By Logged In Use | This will restrict user from viewing a time clock by logged in user. | ||
Tools | This will restrict user from having access to tools in admin under Settings. | ||
Communications | Communications | This will restrict user from having access to Communications under Settings. | |
Tasks - Search - Export | This will restrict user from Exporting Tasks in Communications under Settings. | ||
| Customer | Customer | This will restrict user from seeing Customer in settings. | |
Dockets
| Dockets | This will restrict user from seeing the Dockets in Settings. | |
Department Items - Export | This will restrict user from Exporting Department Items in Settings. | ||
Timers - Search - Export | This will restrict user from Exporting Timers from the search results in Settings. | ||
Vendors/Suppliers - Search - Export | This will restrict user from Exporting Vendors/Suppliers in Settings. | ||
Online Ordering | Online Ordering | This will restrict user from accessing the Online Ordering in Settings. | |
Theme | Edit | This will restrict user from editing Themes. | |
| Customize | This will restrict user access to customize Themes. | ||
Portal | Edit | This will restrict user from editing Portals. | |
| Customize | This will restrict user access to customize Portals. | ||
| Pages | This will restrict user access to edit Pages on Portals | ||
| Navigation | This will restrict user access to edit Navigation on Portals. | ||
Security | This will restrict user access to the Security settings for Online Ordering. | ||
Other
Section | Permission | Description |
Other | Filter by Logged in User | This will restrict access to customers, quotes, and orders based on the logged in user. |
Document Editing | This will restrict user from Editing a Document. | |
Email From | This will restrict user from seeing who the E-mail is being sent from. |
Profile
Section | Permission | Description |
Profile | Locations | Display or Hide the Location section within the User Profile window. |
Login | Display or Hide the Login section within the User Profile window. | |
Production | Display or Hide the Production section within the User Profile window. | |
| Integrations | Display or Hide the Integration section within the User Profile window. | |
| Preferences | Display or Hide the Preference section within the User Profile window. | |
| Notifications | Display or Hide the Notification section within the User Profile window. |