ITrack/Enterprise/Permissions

How permissions work

Permissions in Enterprise can be assigned to groups, or to users directly.

If a permission is granted to a user, or any of the groups that the user is in, then the user has that permission.

There are 3 relationships that a group/user can have with a permission:

• Global - the user is granted that permission at all stores
• Store - the user is granted the permission at all stores they are assigned to
• None - the user is not granted the permission (at least, not by the current group)

Description of existing permissions

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

Accounting

Name of permission	What it means
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

Name of permission	What it means
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

Name of permission	What it means
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

Name of permission	What it means
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

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

Parts

Name of permission	What it means
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

Name of permission	What it means
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

Name of permission	What it means
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

Name of permission	What it means
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 finalize all sales orders	The user is able to finalize any type of sales order.
Can finalize quotes	The user is able to finalize sales orders that do not affect inventory.
Can override credit limits	Whether the user can override credit limits on customers. This is done on the credit approval screen.
Can return inventory	The user is allowed to do returns on inventory. If disabled, no items with a negative quantity may appear on an invoice.
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

Name of permission	What it means
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

Name of permission	What it means
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

Name of permission	What it means
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

Name of permission	What it means
Can edit vendors	Enables the user to add/edit vendors using the vendor screen

Work Orders

Name of permission	What it means
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.