Difference between revisions of "ITrack/Enterprise/Permissions"
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(Added a summary of how permissions work at the top of the page, and altered the lists to use sexy tables.) |
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| Can edit sales orders | | Can edit sales orders | ||
| The user can modify existing sales orders in the system, no matter who created them | | 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 | | Can override credit limits | ||
| Whether the user can override credit limits on customers. This is done on the credit approval screen. | | 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 | | Can view sales orders |
Latest revision as of 13:06, 22 October 2009
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. |