Difference between revisions of "How do I configure user access to account properties?"
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== Summary == | == Summary == | ||
This article explains how to configure individual user access to customer and supplier properties. | This article explains how to configure individual user access to customer and supplier properties. | ||
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* Navigate to the {{Tab|Permissions}} tab. | * Navigate to the {{Tab|Permissions}} tab. | ||
* Here you will see a list of permissions grouped by module or option. | * Here you will see a list of permissions grouped by module or option. | ||
− | * Click once into the screen then scroll down to access the settings for {{DataPrompt|Customer Security}} or {{DataPrompt|Supplier}} | + | * Click once into the screen then scroll down to access the settings for {{DataPrompt|Customer Security}} or {{DataPrompt|Supplier Security}}. |
* Each available tab is listed along with a choice of access. | * Each available tab is listed along with a choice of access. | ||
* Select a line and click{{Button|Edit}}. | * Select a line and click{{Button|Edit}}. | ||
* Click the drop down and select the option to apply to the user. | * Click the drop down and select the option to apply to the user. | ||
− | ** {{DataValue|Edit}} - allows the user fields on the specified tab. | + | ** {{DataValue|Edit}} - allows the user to edit fields on the specified tab. |
− | ** {{DataValue|View}} - allows them to view the information on the specified tab but they will be unable to | + | ** {{DataValue|View}} - allows them to view the information on the specified tab but they will be unable to edit any of the details. |
** {{DataValue|Hide}} - will prevent the tab appearing when the user adds or amends a customer or supplier. | ** {{DataValue|Hide}} - will prevent the tab appearing when the user adds or amends a customer or supplier. | ||
Latest revision as of 13:00, 27 July 2020
Summary
This article explains how to configure individual user access to customer and supplier properties.
More Information
These options allow you to configure which tabs a user may view or amend for new and existing customer and supplier records.
Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".
- Enter the name of the user you want to amend and select [Search].
- Select [Edit].
- Navigate to the [Permissions] tab.
- Here you will see a list of permissions grouped by module or option.
- Click once into the screen then scroll down to access the settings for "Customer Security" or "Supplier Security".
- Each available tab is listed along with a choice of access.
- Select a line and click[Edit].
- Click the drop down and select the option to apply to the user.
- 'Edit' - allows the user to edit fields on the specified tab.
- 'View' - allows them to view the information on the specified tab but they will be unable to edit any of the details.
- 'Hide' - will prevent the tab appearing when the user adds or amends a customer or supplier.
Make sure the user has enough rights to be able to carry out their role.
- Click [Done] and [Accept] the changes.
See also
- How do I set up a new user?
- How do I Set Up User Security in Platinum?
- Why can't a new employee see an existing menu?
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RP71