How do I configure user access to account properties?
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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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