Access Level Category Restrictions

Updated

Overview

When establishing new access for a user or providing updated access, the Access Level Category is one of the many things that need to be set. This is the system's very basic level of restrictions and allowances. Some items are only available through specific levels. 



Restrictions Quick View

An X in the field indicates areas of restriction. The software agreement is restricted to all users below the bookkeeper.

Restrictions By Area

This list provides the area of the software as well as the action and the minimum level of user.

Admin Screen

Accessing the Software Agreement: Bookkeeper or above

Customers

Select Payments from the Navigation Bar: Limited Sales or above
Transfer to a Quote: Limited Sales or above

Customer Payments

Void a Customer Payment: Bookkeeper or above
Deleting a Customer Payment: Bookkeeper or above

Installer Work Order

Create New from Installer Work Order: Limited Sales or above
Add Line in the Hourly Labour Matrix (JobRunner): Limited Sales or above
Accessing Bills Due from Work Order: Bookkeeper or above
Access Payment from the Payment History: Bookkeeper or above

Inventory

Click on the entry tab from the tag tab: Warehouse or above

Invoices (Accounts Receivable)

Click on the Edit Button: Bookkeeper or above
Add a Line on the Bundle Tab: Limited Sales or above

Job Mail

Select Payments from the Navigation Bar: Bookkeeper or above

Access Customer Payments/Refund: Limited Sales or above


Product Catalog

Select Color for Quote/Sale: Warehouse or above
Select Line ID for Quote/Sale: Warehouse or above
Create New Products: Warehouse or above (check box in Personnel/Access will override behind the scenes for all accesses above warehouse)
Activity Tab for Roll Template: Warehouse or above
Activity Tab for Tile Template: Warehouse or above
Activity Tab for Unit Template: Warehouse or above
Activity Tab for Area Template: Warehouse or above
Access PO from Product Catalog: Sales or above
Copy products: Advanced Sales or above
Delete Products: Advanced Sales or above


Purchase Orders

Unlock the PO: Advanced Sales or above (check box in Personnel/Access will override behind the scenes for all accesses)


Quotes

Create New from the Quote Area (non-transfer): Limited Sales or above
Compress Record: Limited Sales or above
Access the PID Field: Limited Sales or above
Copy Quotes: Limited Sales or above
Add New Line to Quote: Limited Sales or above
Add a New Line to the Bundle Tab: Limited Sales or above
Add a New Line to the Upgrade Bundle Tab: Limited Sales or above
Update Quote: Limited Sales or above
Import FloorRight: Limited Sales or above
Use Kit Feature: Limited Sales or above
Click Grand Total Override at the Bundle: Advanced Sales or above

Request for Measure

Transfer a Request for Measure to Quote: Limited Sales or above

Sales Agreement

Select Payments from the bottom Navigation Bar: Limited Sales or above
Delete (trashcan) Line on the Sale: Limited Sales or above
Clicking ID# Field: Limited Sales or above
Insert/Add Sale Line: Limited Sales or above
Selecting PO Custom: Limited Sales or above
Access Inventory from the I on the right of the line: Limited Sales or above
Add a New Line to the Bundle Tab: Limited Sales or above
Add a New Line to the Upgrade Bundle Tab: Limited Sales or above
Click Trashcan in the Settings area: Limited Sales or above
Use Kit Feature: Limited Sales or above
Access PO from the Status Tab Link: Sales and above
Select Line for PO at PO Custom Layout: Sales and above
Click Grand Total Override at the Bundle: Advanced Sales or above
Click New Button at Additional Transactions on the Profits tab: Advanced Sales or above
Delete (Trash Can) Additional Transactions on the Profits tab: Advanced Sales or above

Sample Check out

Transfer a Sample Check Out to a Quote: Limited Sales or above
Add New Line to a Sample: Limited Sales or above


Vendor

Create a New Vendor: Bookkeeper or above


Restrictions By Level

Owner

No Restrictions

Bookkeeper

No Restrictions

Advanced Sales

Admin Screen
Accessing the Software Agreement
Customer Payments
Void a Customer Payment
Deleting a Customer Payment
Installer Work Order
Accessing Bills Due from Work Order:
Access Payment from the Payment History
Invoices (Accounts Receivable)
Click on the Edit Button
Vendor
Create new Vendor
 

Sales

Admin Screen
Accessing the Software Agreement
Customer Payments
Void a Customer Payment
Deleting a Customer Payment
Installer Work Order
Accessing Bills Due from Work Order:
Access Payment from the Payment History
Invoices (Accounts Receivable)
Click on the Edit Button
Product Catalog
Copy products
Delete Products
Purchase Orders
Unlock the PO
Quotes
Click Grand Total Override at the Bundle
Sales Agreement
Click Grand Total Override at the Bundle
Click New Button at Additional Transactions on the Profits tab
Delete (Trash Can) Additional Transactions on the Profits tab
Vendor
Create new Vendor

 

Limited Sales

Admin Screen
Accessing the Software Agreement
Customer Payments
Void a Customer Payment
Deleting a Customer Payment
Installer Work Order
Accessing Bills Due from Work Order:
Access Payment from the Payment History
Invoices (Accounts Receivable)
Click on the Edit Button
Product Catalog
Access PO from Product Catalog
Copy products
Delete Products
Purchase Orders
Unlock the PO
Sales Agreement
Access PO from the Status Tab Link
Select Line for PO at PO Custom Layout
Quotes
Click Grand Total Override at the Bundle
Vendor
Create new Vendor

 

Warehouse

Admin Screen
Accessing the Software Agreement
Customers
Select Payments from the Navigation Bar
Transfer to a Quote
Customer Payments
Void a Customer Payment
Deleting a Customer Payment
Installer Work Order
Create New from Installer Work Order
Add Line in the Hourly Labour Matrix (JobRunner)
Accessing Bills Due from Work Order:
Access Payment from the Payment History
Invoices (Accounts Receivable)
Click on the Edit Button
Add a Line on the Bundle Tab
Job Mail
Select Payments from Navigation Bar
Navigator
Access Customer Payments/Refund
Product Catalog
Access PO from Product Catalog
Copy products
Delete Products
Purchase Orders
Unlock the PO
Quotes
Create New from the Quote Area (non-transfer)
Compress Record
Access the PID Field 
Copy Quotes
Add New Line to Quote
Add a New Line to the Bundle Tab
Add a New Line to the Upgrade Bundle Tab
Update Quote
Import FloorRight
Use Kit Feature
Click Grand Total Override at the Bundle
Request for Measure
Transfer a Request for Measure to Quote
Sales Agreement
Select Payments from bottom Navigation Bar
Delete (trashcan) Line on the Sale
Clicking ID# Field 
Insert/Add Sale Line
Selecting PO Custom
Access Inventory from the I on the right of the line
Add a New Line to the Bundle Tab
Add a New Line to the Upgrade Bundle Tab
Click Trashcan in the Settings area
Use Kit Feature
Access PO from the Status Tab Link
Select Line for PO at PO Custom Layout
Click Grand Total Override at the Bundle
Click New Button at Additional Transactions on the Profits tab
Delete (Trash Can) Additional Transactions on the Profits tab
Sample Check out
Transfer a Sample Check Out to a Quote
Add New Line to a Sample
Vendor
Create new Vendor


 

Clerical

Admin Screen
Accessing the Software Agreement
Customers
Select Payments from the Navigation Bar
Transfer to a Quote
Customer Payments
Void a Customer Payment
Deleting a Customer Payment
Installer Work Order
Create New from Installer Work Order
Add Line in the Hourly Labour Matrix (JobRunner)
Accessing Bills Due from Work Order:
Access Payment from the Payment History
Inventory
Click on entry tab from the tag tab
Invoices (Accounts Receivable)
Click on the Edit Button
Add a Line on the Bundle Tab
Job Mail
Select Payments from Navigation Bar
Navigator
Access Customer Payments/Refund
Product Catalog
Select Color for Quote/Sale
Select Line ID for Quote/Sale
Create New Products
Activity Tab for Roll Template
Activity Tab for Tile Template
Activity Tab for Unit Template
Activity Tab for Area Template
Access PO from Product Catalog
Copy products
Delete Products
Purchase Orders
Unlock the PO
Quotes
Create New from the Quote Area (non-transfer)
Compress Record
Access the PID Field 
Copy Quotes
Add New Line to Quote
Add a New Line to the Bundle Tab
Add a New Line to the Upgrade Bundle Tab
Update Quote
Import FloorRight
Use Kit Feature
Click Grand Total Override at the Bundle
Request for Measure
Transfer a Request for Measure to Quote
Sales Agreement
Select Payments from bottom Navigation Bar
Delete (trashcan) Line on the Sale
Clicking ID# Field 
Insert/Add Sale Line
Selecting PO Custom
Access Inventory from the I on the right of the line
Add a New Line to the Bundle Tab
Add a New Line to the Upgrade Bundle Tab
Click Trashcan in the Settings area
Use Kit Feature
Access PO from the Status Tab Link
Select Line for PO at PO Custom Layout
Click Grand Total Override at the Bundle
Click New Button at Additional Transactions on the Profits tab
Delete (Trash Can) Additional Transactions on the Profits tab
Sample Check out
Transfer a Sample Check Out to a Quote
Add New Line to a Sample
Vendor
Create new Vendor

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