Security Roles can be created and assigned to users to control their level of access. Each variable controls a specific section, panel or action.


Adding a New Security Role

Step     Action

  1.       Select {Settings} and then select {Security} under Admin.

  2.       Select {New} under Security. A New Security Role page will open.

  3.      Complete the Configuration fields.

Field
Description
Name
Enter Name for the new security role.
Description
Enter a Description for the new security role.
Permissions
Select applicable Permissions by checking boxes on the left-hand side.

Note: Selecting one permission will select all sub-variables for that permission (e.g. Selecting 'Dashboard' will select Order Totals, Accounts Receivable, and all the other variable under Dashboard)



  4.      Select {Save}. A pop-up results window will indicate that the Security Role has been saved. 

           The page will now show the name of the new security role.

  Contacts can also be added before leaving this page.

 

           Note: The option to add Contacts information will be available once the 

           Configuration information has been saved and the Security Role edit page generated. 

          (See Security - Contacts)

 


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 SaleThis 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

CRMCRM
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
QuotesThis 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.

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
OrdersThis 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


This will restrict user from editing 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.
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 All Users for an Item within an Order.

 

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.

EditThis will restrict user from editing stock.


Customer Good


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

Integrations

This will restrict user from

Security

This will restrict user from

Time Clock


Time Clock

This will restrict user from

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.