Security Options

Top  Previous  Next

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

CompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomerextraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookupCustomer Main Menu

                                                                                                                                                                                                                                                                                                                                                  Arrow_Blue

New DefaultsPrintingStatementGeneralCustomer_Options_Security

Set security for SMS/Text Templates:

This will allow you to prevent certain groups from using, creating or editing templates used for SMS messages, email messages, job cards etc.

Set Security: Quick Add Customer

 

See also Security Setup