User Access by User

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.
• Copy Access from another User: Select a user from the dropdown list. When you click Copy (button), their access rights are copied to the current user, replacing the current user’s existing access rights.
• Add/Remove Modules: Opens an interface with Available and Selected sections. Access is granted to modules in the Selected section and removed from modules in the Available section. Move modules with the navigational arrows between the two sections. The changes are saved when you click Save (button).

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 entries.

However, Copy Rules supersede this permission.

Users with permission to copy a service ticket or transaction may create new entries that way.

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.