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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
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What it means
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Can approve purchase order postings
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This controls if a user can approve PO postings and finalize PO prices
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Can recreate general ledger account entries
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Whether the user can clear out and mass-recreate GL accounting entries for ranges of documents (this should be disabled except for advanced users)
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Can use advanced mode when recreating general ledger account entries
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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.
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Customers
Name of permission
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What it means
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Can add/edit customer records
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Whether the user can add or edit customer records on the customer information screen
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Can edit account limit
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Allows the user to adjust a customer's account limits on the customer screen
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Can Edit Customer Addresses
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Whether the user can add/edit/delete addresses from a customer
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Global
Name of permission
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What it means
|
User administrator
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A user administrator can create users and manage the permissions, stores, and groups of users in the system
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View Advanced Reports
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Whether the user can print or preview advanced reports on the report viewer screen
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Inventory Setup
Name of permission
|
What it means
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Can Add Models
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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.
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Can Edit Models
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Allows the user to change information about manufacturers, models, and series including default pricing information.
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Options
Name of permission
|
What it means
|
Can view options
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Whether a user may open/view the edit->options page, where many computer settings are stored. (Suggested default: True)
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Parts
Name of permission
|
What it means
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Can clone parts
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Enables the clone/copy parts button on the parts screen
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Can Edit Part Information
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Whether the user can change informational fields on the parts creen like description, oem number, etc.
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Can Edit Part Locations
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Whether the user can change a part's location information.
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Can Edit Part Prices
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Whether the user can change any of the pricing or core pricing on a part.
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Can Edit Part Statuses
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Whether the user can change a part's quantity or status; these fields affect inventory accounting.
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Insert/Update Parts
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Whether the user can save or create part records on the parts screen
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Load/View Parts Detail
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Whether the user can open parts on the parts screen
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Payments
Name of permission
|
What it means
|
Can Edit Payments
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Whether the user can add/edit/delete payments from a customer
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Can void payments
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Whether the user can void payments (if the user has store level permission, he can only void payments that were created at their stores)
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Purchase Orders
Name of permission
|
What it means
|
Can close POs without specifying sufficient serial #'s
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This is whether a user can save a PO when any items on the screen have received greater quantity than serial #'s entered
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Can void purchase orders
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Allows user to void purchase orders for one of their stores/globally
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Sales Orders
Name of permission
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What it means
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Can change back order settings
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Whether the user can adjust the customer defaults for back ordering and partial ordering on a sales order
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Can change store credit method
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Whether the user can change the store that will receive credit for a sale on a particular sales order
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Can change tax item
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Whether the user is able to change the taxitem from the customer default on a sales order
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Can change terms
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Whether the user is able to change the terms of the order from the customer default
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Can create sales orders
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The user can create new sales orders in the system
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Can edit adjustments
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Whether a user may add/edit/delete adjustments to a sales order. (Suggested default: False)
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Can edit closed SOs
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This is whether a user can edit sales order that has been closed (finalized)
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Can edit sales orders
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The user can modify existing sales orders in the system, no matter who created them
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Can finalize all sales orders
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The user is able to finalize any type of sales order.
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Can finalize quotes
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The user is able to finalize sales orders that do not affect inventory.
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Can override credit limits
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Whether the user can override credit limits on customers. This is done on the credit approval screen.
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Can return inventory
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The user is allowed to do returns on inventory. If disabled, no items with a negative quantity may appear on an invoice.
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Can view sales orders
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The user can open and view the detail information of sales orders in the system
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Can void sales orders
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Whether the user is able to void a sales order
|
Settings
Name of permission
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What it means
|
Global settings administrator
|
A global administrator can manage global level settings
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Group administrator
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A group administrator can create/edit user groups, change the permissions of groups, and manage group-level settings
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Store settings administrator
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A store administrator can manage store-level settings
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Transfer Orders
Name of permission
|
What it means
|
Can administrate other stores' transfer orders
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Whether a user may edit transfer orders that are neither to or from the user's store. (Suggested default: False)
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Can close TOs without specifying sufficient serial #'s
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This is whether a user can save a TO when any items on the screen have received greater quantity than serial #'s entered
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Vehicles
Name of permission
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What it means
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Can change stock availability
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Allows user to use the 'Available' checkbox to change whole unit stocking levels without using a PO (suggested for advanced users only)
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Can view vehicle performance
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Allows user to view vehicle costs and profits on the vehicle screen
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Vendors
Name of permission
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What it means
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Can edit vendors
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Enables the user to add/edit vendors using the vendor screen
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Work Orders
Name of permission
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What it means
|
Can Edit Templates
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Allows the user to create, edit, and remove job templates on work orders.
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Can Void Work Orders
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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.
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Work Orders Configuration
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Allows the user to set up work order types, to set up customer units, and to perform administrative tasks on the work order system.
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