Access to the system can be controlled by creating user login accounts and assigning appropriate privileges (Settings, User Access). New user accounts can be added, existing ones edited or deleted. For users with the same roles and same access privileges, you can create new accounts based on existing accounts by using the
function or by copying access priviledges from an existing user with the help of the
button.
, you are presented with the Access Rights dialogue screen.
Login Name | Unique user login ID that you want to create or are editing. |
Password | Password to be assigned to the login. |
Confirm Pwd | Re-enter the same password to make sure there are no typing mistakes. |
Admin User | If you want to assign full priviledges to a user account, check this box. Admin user privilege is more that giving them full access to all modules, listed below. There are some option that are not listed but are reserved for users with admin privileges only. This option overrides all other access privileges which are disabled. |
Grant All | Tick this box to grand access to all the options. You can use this as the starting point and revoke access to specific privileges. |
Revoke All | In contrast, tick this box to revoke access to all the options. Again, you can use this as the starting point and grant access to specific privileges. |
Module | The first column lists all modules and settings for which privileges may be assigned. |
All | Ticking this box grants access to all options to the right. |
None | Ticking this box, revokes access to all options to the right. |
Access | Tick this box to grant access / viewing privileges to the user. This si the minimum level of access that can be assigned. The user account must be granted access privilege before you can assign other privileges, listed to the right. |
Add | Granting this privilege means the user can create new accounts / records e.g. customer, supplier, sales orders, stock etc.. |
Edit | This privilege allows the user to be able to edit record type in question. |
Delete | This privilege allows the user the authority to delete specified records. |
Post | This privilege applies to records whete the information may be tarnsferred to / posted to other modules e.g. sales orders may be shipped or information in sales invoices 'posted' to the accounts ledgers etc.. |