Applying Access Rights Settings

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Access Rights control the level of access your personnel users have to their accounts, contacts, documents, reporting, and more. To assign or edit these permissions, go to Admin > Personnel > Access Rights located on the left navigation menu.

Note: The ability to enable some options may be dependent on first having other access rights options selected.

Accounts & Contacts
Control the level of access users have to manage accounts and contacts.

• Create / Edit Customers – Allows users to add/edit/delete/restore Company and Contact records to which they own or have access.
• Create / Edit Customer Custom Fields – Allows users to add/edit/delete their own customer’s custom fields. Requires “Create / Edit customers”.
• View All Customers – Allows users to view all customers regardless of ownership.
• Edit All Customers – Allows users to add/edit/delete all customers regardless of ownership. Requires “View all customers.”

Sales Documents
Control the level of access users have to Quotes, Orders, Invoices, and RMAs.

• Create / Edit SalesReps
• Setup / Assign Access Rights Profiles for SalesReps
• Create / Edit / Assign Groups
• Set Read / Modify / Delete Group or Company permissions to share information (i.e. Price Profiles, Customers, Documents)
• Transfer SalesRep’s Accounts
• User can Edit their My Account information

Purchasing Documents
Control the level of access users have to Purchase Orders.

• View All POs – Provides the ability to view all POs regardless of ownership. When disabled, users will be able to view POs only created by them.
• Create / Edit POs – Provides the ability to create and edit POs. Requires “View All POs” Access Right.
• Edit submitted PO – Provides the ability to edit a PO that has been submitted. Requires “View All POs” Access Right.
• Edit Unit cost – Provides the ability to edit the unit cost on a PO. Requires “View All POs” and “Create / Edit POs” Access Rights.
• Create / Edit manual line item – Provides the ability to add/edit/delete manual line items. Requires “View All POs”, “Create / Edit POs” and “Edit Unit cost” Access Rights.
• Ability to unlock PO – Provides the ability to unlock a locked PO via the “unlock” link. Requires “View All POs” and “Create / Edit POs” Access Rights.

Personnel
Control the level of access users have to create and edit users and groups.

• Create / Edit SalesReps
• Setup / Assign Access Rights Profiles for SalesReps
• Create / Edit / Assign Groups
• Set Read / Modify / Delete Group or Company permissions to share information (i.e. Price Profiles, Customers, Documents)
• Transfer SalesRep’s Accounts
• User can Edit their My Account information

StoreSite
Control the level of access users have to manage Storesites.

• Create / Edit StoreSites
• Assign StoreSite to Customers
• Edit StoreSite Type (Public / Private)
• Edit Support Messages

Internal Links
Control access for users to see and click on internal links (learn about Internal Links).

Others Areas
There are many other settings that provide or restrict access for users, be sure to review all before assigning users to an Access Rights profile.

• Pricing
• Products
• Catalog
• Suppliers
• Import / Export
• Reports
• Organizer
• General

Remember to set group rights for access accordingly. For information on Group Access, visit Group Access Permissions.

If you have any further questions, please let us know in the comments area below.  

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