Setup Program Users

Configure program Users here, specifying their logins and their corresponding program access. Users may be restricted to viewing information for specific customer accounts, or to performing specific functions, depending on their role.

There are several roles for users which determine program access privileges, as shown following.

Role	Description	Access
Account	View account, enter unposted documents	0 entry, 1+ view
Clerical	Enter and post documents	1-2 entry, 3+ view
Operations	Enter, post, and update documents	1-2-3 entry, 4+ view
Billing	Update, calculate and invoice documents	1-4 update, 5 view
Admin	Update, calculate, void, maintain system	All system functions

Program features and their corresponding access requirements are listed following, to show what each role may do. Roles may permit a user to view only, to enter new records (with restrictions), or to enter or change any information which is viewed.

Feature	Account	Clerical	Operations	Billing	Admin
Company Setup				view	change
Company / Facility		view	view	view	change
Facility / Locations		view	change	change	change
Company / Users					change
Company / Rate Codes			view	change	change
Accounts Mangement		view	view	change	change
Accounts / Rates			view	change	change
Contacts Setup		change	change	change	change
Products Setup	view	change	change	change	change
Inventory	view	view	change	change	change
Orders	enter	change	change	change	change
...	...	...	...	...	...