User Access by Module

Lets you change multiple records that you can select using Ctrl + left-click. The options are:

• Batch Update: Updates the selected field according to the adjacent checkbox when Update (button) is clicked. The options are:
  • View: Grants All (checked) or None (unchecked) access. (Other view options must be set manually.)
  • Setup: Grants (checked) or revokes (unchecked) access.
  • New: Grants (checked) or revokes (unchecked) access.
  • Edit: Grants (checked) or revokes (unchecked) access.
  • Delete: Grants (checked) or revokes (unchecked) access.
  • Hide Costs: Hides (checked) or shows (unchecked) the costs. Transaction Types only.
  • Edit Prices: Grants (checked) or revokes (unchecked) access to change the prices. Transaction Types only.
• Copy Users from another Module: Copies the users and their rights, including Hide Costs and Edit Prices, from the module selected next to Copy Users From when Copy (button) is clicked. The existing users of this module are replaced.
• Add/Remove Users: Opens an interface with Available and Selected sections. Move users to or from the Selected section to add or remove them, then click Save (button).

• View Changelog: Shows a list of the changes made to user access.

Hidden for modules that do not use entities (for example, contacts, items and calendars).

Links users to all or specific entities: select All or an entity. Cancelled entities are not listed.

For a Transaction Type or Service Type, the list and the column caption follow the type’s Enable Entities setting:

• Registered: Registered entities, with the caption Entity.
• Branch: Branches, with the caption Branch.
• Till (PoS): Tills, with the caption Till (PoS).

Note: When the Enable Entities setting of a Transaction Type or Service Type is changed, this field is reset to All for every user of that type, because the previous entity is no longer the right kind.

Access to view the records. The options are:

• None: If this option is selected, the other settings are void.
• All: The user may view all the records.
• Own (User): The user may view the records they created.
• Own (Rep): The user may view the records where they are the assigned rep (transactions and services).
• Own (Resource): The user may view the records where they are the resource (Timekeeping only; the Resource filter is locked to the user).

Users may create new transactions.

However, copying transactions has its own rules.

Users without New permission but with copy permission can create new transactions by copying existing transactions.

Users may edit existing transactions.

Users with rights to create transactions must also have edit access.

Transaction Types only: the column is hidden for other modules.

If checked, the cost, markup and profit columns are hidden from the user in the transaction list and on the items. Unchecked by default. The hidden columns are:

• Fixed Cost
• Unit Cost
• Total Cost
• MU%
• Markup
• Profit
• GM%

Applies only to Transaction Types with the Pricing setting Sell Price or Sell Price (Any Currency).

• Note: Hide Costs replaces the user setting Hide Cost/Profit, which the upgrade to Ver 2.5.0 removes. Set Hide Costs for each Transaction Type instead.

Transaction Types only: the column is hidden for other modules.

If checked (the default), the user can change the prices on the transaction’s items. If unchecked, these item columns are not editable and their headers are no longer blue:

• Fixed Price
• Unit Price
• Adj%
• MU%
• VAT Type
• Inc
• Unit (Select)

If unchecked, Adj%, MU% and VAT are also removed from the items’ Batch Update.

Hide Costs and Edit Prices are copied with the rest of the user access when you copy users or access, and when a Transaction Type is copied.