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Access Setup

Access Setup (Security Roles)

Define security roles that control which menu items and functions each user can access.

How It Works

  1. Create a role (e.g., "Sales Clerk", "Accountant", "Manager")
  2. Check the permissions for that role from the full list of available functions
  3. Assign the role to users in Users

Permission Categories

Permissions are organized by module:

  • Sales transactions and inquiries
  • Purchase transactions and inquiries
  • Inventory management
  • Manufacturing operations
  • Banking and GL functions
  • Setup and administration
  • Reports

Tips

  • Start with restrictive permissions and add more as needed
  • The "Administrator" role typically has all permissions checked
  • Test new roles by logging in as a user with that role

See Also