Talk:ITrack/Enterprise/Permissions

The following is a list of tags used by the database to edit a user's permissions.

Accounting

• Can approve purchase order postings - This controls if a user can approve PO postings and finalize PO prices
• Can recreate general ledger account entries - Whether the user can clear out and mass-recreate GL accounting entries for ranges of documents (this should be disabled except for advanced users)
• Can use advanced mode when recreating general ledger account entries - Whether the user can use advanced mode in the recreate GL entries dialog. This requires knowledge of the database and should only be used by advanced users.

Customers

• Can add/edit customer records - Whether the user can add or edit customer records on the customer information screen
• Can edit account limit - Allows the user to adjust a customer's account limits on the customer screen
• Can Edit Customer Addresses - Whether the user can add/edit/delete addresses from a customer

Global

• User administrator - A user administrator can create users and manage the permissions, stores, and groups of users in the system
• View Advanced Reports - Whether the user can print or preview advanced reports on the report viewer screen

Inventory Setup

• Can Add Models - Allows the user to add new manufacturers, series, and models. If they want to edit existing models, they must also have the Can Add Models permission.
• Can Edit Models - Allows the user to change information about manufacturers, models, and series including default pricing information.

Options

• Can view options - Whether a user may open/view the edit->options page, where many computer settings are stored. (Suggested default: True)

Parts

• Can clone parts - Enables the clone/copy parts button on the parts screen
• Can Edit Part Information - Whether the user can change informational fields on the parts creen like description, oem number, etc.
• Can Edit Part Locations - Whether the user can change a part's location information.
• Can Edit Part Prices - Whether the user can change any of the pricing or core pricing on a part.
• Can Edit Part Statuses - Whether the user can change a part's quantity or status; these fields affect inventory accounting.
• Insert/Update Parts - Whether the user can save or create part records on the parts screen
• Load/View Parts Detail - Whether the user can open parts on the parts screen

Payments

• Can Edit Payments - Whether the user can add/edit/delete payments from a customer
• Can void payments - Whether the user can void payments (if the user has store level permission, he can only void payments that were created at their stores)

Purchase Orders

• Can close POs without specifying sufficient serial #'s - This is whether a user can save a PO when any items on the screen have received greater quantity than serial #'s entered
• Can void purchase orders - Allows user to void purchase orders for one of their stores/globally

Sales Orders

• Can change back order settings - Whether the user can adjust the customer defaults for back ordering and partial ordering on a sales order
• Can change store credit method - Whether the user can change the store that will receive credit for a sale on a particular sales order
• Can change tax item - Whether the user is able to change the taxitem from the customer default on a sales order
• Can change terms - Whether the user is able to change the terms of the order from the customer default
• Can create sales orders - The user can create new sales orders in the system
• Can edit adjustments - Whether a user may add/edit/delete adjustments to a sales order. (Suggested default: False)
• Can edit closed SOs - This is whether a user can edit sales order that has been closed (finalized)
• Can edit sales orders - The user can modify existing sales orders in the system, no matter who created them
• Can override credit limits - Whether the user can override credit limits on customers. This is done on the credit approval screen.
• Can view sales orders - The user can open and view the detail information of sales orders in the system
• Can void sales orders - Whether the user is able to void a sales order

Settings

• Global settings administrator - A global administrator can manage global level settings
• Group administrator - A group administrator can create/edit user groups, change the permissions of groups, and manage group-level settings
• Store settings administrator - A store administrator can manage store-level settings

Transfer Orders

• Can administrate other stores' transfer orders - Whether a user may edit transfer orders that are neither to or from the user's store. (Suggested default: False)
• Can close TOs without specifying sufficient serial #'s - This is whether a user can save a TO when any items on the screen have received greater quantity than serial #'s entered

Vehicles

• Can change stock availability - Allows user to use the 'Available' checkbox to change whole unit stocking levels without using a PO (suggested for advanced users only)
• Can view vehicle performance - Allows user to view vehicle costs and profits on the vehicle screen

Vendors

• Can edit vendors - Enables the user to add/edit vendors using the vendor screen

Work Orders

• Can Edit Templates - Allows the user to create, edit, and remove job templates on work orders.
• Can Void Work Orders - Allows the user to void a work order. It is recommended that you restrict permission as voiding a work order can affect the accounting system in complex ways.
• Work Orders Configuration - Allows the user to set up work order types, to set up customer units, and to perform administrative tasks on the work order system.