Access control - Others tab
This option enables you to allow or restrict a user from access to create, edit or delete master files in a specific Set of Books. You may also set the point-of-sale settings (i.e. edit selling price and/or quantities) select the mode for the user to perform all functions (Invoice/Accounting) only Accounting or only Point-of-Sale functions. If you are processing documents or Point-of-Sale invoices, you may also link the user to a salesperson, if salespersons were created in Salesperson or Groups - Salespersons (Setup ribbon). This facility adds more security to Point-of-Sale access.
In addition to this, custom limitation settings allows you to select a menu option from a list, and to select the hide, show, enable or disable parameter, and add it. A script will automatically be generated for each custom limitation added for the selected user.
Other access options
To set other access options for an user:
1.On the Setup ribbon, select Access control menu.
2.Click on the Others tab.
3.Make sure that the correct User is selected, or click on the User icon.
4.Accounts - Select the following options, if necessary:
a)Edit stock - Remove the tick to restrict the selected user, or place a tick in the field to allow access to create, edit or delete stock items on the (Stock items (Action ribbon)).
b)Edit user report - Not implemented.
c)Edit calendar - Not implemented.
d)Edit accounts - Remove the tick to restrict the selected user, or place a tick in the field to allow access to create, edit or delete general ledger accounts (Accounts (Action ribbon)).
e)Edit debtors - Remove the tick to restrict the selected user, or place a tick in the field to allow access to create, edit or delete debtor (customer / client) accounts (Debtors (Action ribbon)).
f)Edit creditors - Remove the tick to restrict the selected user, or place a tick in the field to allow access to create, edit or delete creditor (supplier / vendor) accounts (Creditors (Action ribbon)).
5.Stock access type - Default (All rights).
6.Link to calendar - Default is User or TurboCASH (as in the resources file).
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Multi-User calendar (agenda) - Manual - Shop - Once-off license - This plugin adds the multi-user agenda (multiple agendas) to the Calendar (Planner). You can add agendas and link them as default to the current user. For every agenda a tab will appear in the agenda Calendar so you can see what the appointments, etc. are on other agendas. You can have a agenda for each employee, salesperson, user, etc. and create invoices directly from his / her agenda with a simple click. Each agenda has it's own calendar and task list. |
7.Point-of-Sale - Select the following options, if necessary:
a)Mode:
i)Invoice / Accounting - Allow all functions to the user.
ii)Accounting - Will only allow Accounting functions to the user.
iii)Point-of-Sale - Will allow only Point-of-Sale invoicing functions to the user.
b)Edit price - Remove the tick to restrict the selected user, or place a tick in the field to allow access to edit or change the selling prices of stock items on the Point-of-Sale invoicing.
c)Edit quantity - Remove the tick to restrict the selected user, or place a tick in the field to allow access to edit or change the quantities of stock items on the Point-of-Sale invoicing.
d)Link to salesperson - Select the salesperson from the drop-down list for the selected user. This will only allow access to the selected user on the Point-of-Sale invoicing.
8.Custom limitation - All the available menu options are listed for each user. You may use this feature to set the access levels what the user will see or have access to. This custom limitation settings will only be reflected on the menu items when the selected user logs in on the Set of Books.
9.Click on the Apply button to save the changes for this user.
10.Select the next available user to restrict or allow access to batches and / or accounts, if necessary.
11.Click on any of the tabs to set the access levels for each selected user.
12.Once finished, click on the Close button to exit the "Access control" screen.
Custom limitations
To set the custom limitation for an user:
1.Click on the list to select a feature or menu.
2.Select Hide, Show, Enable or Disable from the list.
3.Click on the Add button. The script for the selected custom limitation will be displayed in the text area.
Each selected or added custom limitation is preceded by a semi-colon ; In this example, File indicates that it is an item on the File (Start), and Delete is the Delete (Set of Books) item on that ribbon. The option to hide, show, enable or disable the selected menu option, is indicated as follows:
o=H - the menu item will not be displayed.
o=S - the menu item will be displayed.
o=E - the menu item is enabled.
o=D - the menu item is disabled and will be displayed as an inactive menu item.
In this example, the custom options on the Start ribbon, is as follows:
oRegistration and Delete Set of Books is hidden.
oSwitch language and Save as options is disabled.
4.Click on the Apply button to save the selection or changes.