Managing User Access Permissions ("Super User" feature)

In cases where there are users that require specific levels of access to various parts of the system, the User Access Permissions (aka "Super User") feature will help.

What you'll learn

• How to set permissions for each user within your company

This feature is currently found on the Billing & Payment screen, and is only available to the primary billing contact user of the company.

The icon in the Permissions column is where permissions many be altered:

Admin User Permissions

Admin permissions are ordered how they appear on the Navigation menu, and offer three options:

1. Read Only - This option only allows the user to view the data on the screen. 

2. Read/Write - This is the default setting for all users, and allows full editing as allowed by their user type (Admin or Salesperson).

3. Disable Access - This option completely removes the field from the user's view.

Below is an example of an admin user that has a primary job of invoice/commission entry and reconciliation. This user would not typically need access to anything but what their job entails, which limits them to just the Order Payment screens, and running Order Payment reports:

Salesperson User Permissions

Salesperson permissions are also ordered how they appear on the navigation menu, and similar to Admin permissions, offer three options for each:

1. Read Only - This option only allows the user to view the data on the screen.

2. Read/Write - This is the default setting for all users, and allows full editing as allowed by their user tyle (Admin or Salesperson)

3. Disable Access - This option completely removes the field from the user's view.

Below is an example of a Salesperson user that works as an assistant to an actual Salesperson for the company, just doing data entry for the Salesperson. This user will not need to see any data related to reports, and should not be able to transmit orders.