Security Groups List

Last modified by David Muszynski on 2025/03/28 20:44

Group Name

Description

Adjustments

Allows the user to make adjustments to the On Stock count

Customers

Create and Edit customer card

Delete Customers

Delete customer card

Delete Invoice Lines

Delete Invoice lines

Delete Invoices

Delete invoices

Delete Order Line

Delete order lines

Delete Products

Delete Products from all documents

Delete SRO Lines

Delete SRO lines

Delete Quote Lines

Delete quote lines

Delete Suppliers

Delete supplier card

Discounts

To allow user to apply discounts

Edit Line Item Cost

Allow user to see feature that allows line item costs to be changed

Employees

Go into employee section

Exporting

Allow for exporting data

Importing

Allow for importing data and serial #’s and new products

Inventory

Ability to edit product cards

Inventory View Only

Can view but not modify product cards

Invoices

Ability to create invoices

Menu Access

N/A - Should be removed

Open Drawer

Allow for cash drawer to open via receipt printer

Orders

Ability to create orders

Post Invoices

Ability to post invoices

Post Modifications

Allows the user to UnPost Invoices and to UnPost Purchase Orders

Price Change

Ability to change price on a document such as quote, order and invoice

Printing

Ability to print

Purchase Orders

Create purchase orders

Quotes

Create quotes

Reports

Ability to run reports

See All Sites

Allows the user to see transactions from all stores if customer has different stores

Settings

Access to Admin area settings

SROs

Ability to create SROs

Subscription Management

Allows the user to manage subscription

Tills

Ability to create tills

Transfers

Allow for multi-store transfers

User Management

Allow access to user management in admin area to create and modify users

Vendors

Ability to add vendors/suppliers

View Client Access Information

Allow access to password section of SRO & to Encrypted Notes section of customer card Notes Tab (Non permission user can add but can’t view)

View Cost and Margin

Allow for viewing of cost and margin on product card

Voids

Can void an invoice