create new ticket
check ticket status| Role Field | Description |
| Role 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 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. | ||
| 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 | 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 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. | |
| Inventory | This will restrict user from seeing the Inventory section of 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. |