How do I configure user access to account properties?

Summary

This article explains how to configure individual user access to customer and supplier properties.

More Information

These options allow you to configure which tabs a user may view or amend for new and existing customer and supplier records.

Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".

• Enter the name of the user you want to amend and select [Search].
• Select [Edit].
• Navigate to the [Permissions] tab.
• Here you will see a list of permissions grouped by module or option.
• Click once into the screen then scroll down to access the settings for "Customer Security" or "Supplier" security.
• Each available tab is listed along with a choice of access.
• Select a line and click[Edit].
• Click the drop down and select the option to apply to the user.
  • 'Edit' - allows the user fields on the specified tab.
  • 'View' - allows them to view the information on the specified tab but they will be unable to amend any of the details.
  • 'Hide' - will prevent the tab appearing when the user adds or amends a customer or supplier.

Make sure the user has enough rights to be able to carry out their role.

• Click [Done] and [Accept] the changes.

See also

• How do I set up a new user?
• How do I Set Up User Security in Platinum?
• Why can't a new employee see an existing menu?

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Keywords AND Misspellings

security, mask, hide, creating, new, user, access, customer access, supplier access, user settings

Tags

RP71