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.
|
