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What is the meaning of the different Privileges? |
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To see the content of each Privileges group (i.e. what it allows / denies) go to File > Users and Privileges > Privileges. A window will open where you can select the Privileges group at the top and its settings will be displayed below. List and Values - Sets to enable users to edit drop down lists. For example, you can add values to the City drop down list (and most other drop down lists in the software). Only users with this privilege can edit those lists. Items – If users do not have the Edit privilege for Items, they can only use Items for Charges, but cannot modify the items' details, change their price, etc. Contracts-Manage - Sets whether or not users can modify Contract information. If they cannot then they can only select Contract for Charges and Tickets, but cannot edit their data fields, modify their block value or update the service description. Contracts-Finance - This privilege is for future use. Charges Incl. Finance - Sets whether an employee can see rates and prices used in Charges. Rates - Sets whether an employee can see other employees rates when using the Commit Client Application. Batch Update - Sets whether a user can use the Batch Update of Accounts feature. This feature let you update many Accounts at once. Page Designer - Sets whether a user can customize the tabs and add/update database fields. Add Group Interaction - Sets whether a user can add a History Note to a batch of Accounts at once. |