Security Policies:

There are a number of security groups to provide additional flexibility. If users are not able to perform certain functions, please be sure to review the list below and add the relevant application policies to the appropriate groups or users.

 

To access application securities:

1. Navigate to Administrator > System Admin Program.  

2. Click on Application Policies in the left panel.

3. Click on each category to view its Application Policies.

4. Double click on a policy to open it, then select the Members tab.

5. On the Members tab, use the Add and Remove buttons to add or remove users or groups from the policy.

 

Here is a complete list of application security groups:    

 

➢Accounting

•Accounting - General Accounting Options  - Allows access to Accounting drop-down in top menu bar and adds the ability to Post Adjustments in the 5. Accounting tab of customer records.

•ApplyCredit - Apply Credit Memos

•Create Statements - Create and Process Statements

•DeletePayment - Delete Payments

•Edit Credit Hold - Allow users to access 'On Credit Hold' checkbox

•ModifyCredit  - Open or Modify Credit Memos

•ModifyPayment - Modify Payments

•PostPayment - Post Payments

•Process Statements - Process Statements

•QB Transfer - Run QuickBooks Transfer

•ReCreate Statements - Re-Create Statements or Re-Generate PDF files

•Run Autopay - Run regular or Month-End Autopay

•Unlock Invoice - Allow users to unlock Invoice that was locked after transfer

•ViewCredits - View Credit Memos

•ViewPayments - View Payments

•VoidPayment - Void Payments

•VoidPymt ReCreateSt  - Void Payment and Re-CreateStatement

 

➢ Admin

•Admin Program - Admin Program & Menu Options

•Automated Srvs - Automated Services (Sidebar)

•General Emails - Allow Access to View General Emails

•Job Batch Report - Allow Access to Job Processor Batch Reports

•Release Soft Locks - Allow Access to Release Software Locks

•Report Monitor - Allow Access to Report Monitor

•Report Security - Allow Access to Configure Report Security

•ReProcess Email - Allow Access to Re-Process Failed Emails

•ScannerConfig - Scanner Configuration

 

➢ Call

•Call Manager - Call Management, View other user or department calls

•Delete Calls - Delete Calls

•Modify Notes - Modify/Delete Call Notes

•Web Calls - View Web Calls Manager

 

➢Case

•Add Case - Add New Case

•Allow Edit Metal WT - Allow entering Metal Weight without Scale

•Batch Invoice - Allow Batch Invoicing

•Batch Print Case Doc - Allow Batch Print Case Documents

•Batch Print Invoice - Allow Batch Print Invoices

•CaseAlerts - Add/Edit Case and Customer Alerts

•Change Invoicing Lab - Allow changing Invoicing Lab

•Change Sales Person - Allow changing Sales Person

•Change Warranty Date - Allow to change the Warranty Expiration Date

•ChangeCaseCustomerID - Allow Changing the CustomerID

•Complete Reject Task - Complete or Rejects Case Tasks

•Complete Task - Complete Case Tasks

•Confirm Invoice Case - Require Confirmation when Invoicing a Case

•Credit Case - Create Credit Memo & Credit Case

•Delete Alerts - Delete Case Alerts

•Delete Case - Delete Case

•DeleteCaseDocuments - Delete Case Documents

•Discount - Apply or Change Discount on the Case

•Edit Case - Edit Case

•Edit Invoiced Case - Edit Case after Invoiced

•Edit PO Number - Allow Editing PO Number on the Invoice Page

•EditCaseDetail - Modify Case Products, Enclosures, and Schedule

•Invoice Case - Invoice Case

•Invoice COD Case - Invoice Cases for COD Customers

•Invoice Notes - Add or Modify Invoice Notes

•Overwrite Prefs - Allow modifying Case Instructions

•Prices - Modify Case Product Prices

•Reject Task - Reject Case Tasks

•Remake - Apply or Change Case Remake Discount

•Remake Case - Add Remake Case

•UnInvoice Case - Un-Invoice Case

 

➢ Case Tasks

•AssignMultipleTasks - Allow Assigning Multiple Tasks

•Mask Pay Rate - Do not Show Pay Rates in Grids

 

➢ Chat

•Chat Access - Allow launching Chat App

•Chat Settings - Allow modifying Chat Settings

 

➢Complaint

•Compl AttachmentPage - Enable Attachment Page

•Compl EvaluationPage - Enable Evaluation Page

•Compl LogPage - Enable Log Page

•Compl QAReviewPage - Enable QA Review Page

•Compl StatusPage - Enable Status Page

•Compl SubmissionPage - Enable Submission Page

•Complaint Admin - Customer Complaints Complete Control

•Complaint Delete - Delete Customer Complaints

•Complaint Edit Notes - Enable editing the complaint notes

 

➢Customer

•Active Checkbox - Access to Activate or Deactivate Customer

•Add Customer -  Add New Customer or Prospect

•Alter CustID - Change Customer ID

•Correspondence - Add/Edit Customer Correspondence

•Credit Limit - Access to change Credit Limit

•CustAlerts - View/Edit Customer Settings Alerts Page

•CustAutoPay - View/Edit Customer Settings AutoPay Page

•CustComm - View/Edit Customer Settings Commissions Page

•CustCreditCard - View/Edit Customer Settings Credit Cards Page

•CustCreditCardView - View Partial Credit Cards

•CustDefaultProducts - Edit Customer Default Products

•CustGeneral - View/Edit Customer Settings General Page

•Customer View - Open Customer View

•CustPrefAdd - Add Customer Preferences

•CustPrefDelete - Delete Customer Preferences

•CustPrefEdit -  Edit Customer Preferences

•CustPrefView - View Customer Preferences

•CustProfile - Add/Edit Customer Profile

•CustSpclPrices - Edit Customer Special Prices

•CustTaxes - Edit Customer Taxes

•Delete Attachments - Delete Customer Attachments

•Delete Letters - Delete Letters

•DeleteCorresp - Delete Customer Correspondence

•DeleteCustomers - Delete or Purge Customer

•DeleteDeliveries - Delete Deliveries

•DeleteEduc - Delete Education

•DeleteFulfill - Delete Fulfillments

•DeletePickups - Delete Pick-ups

•DeletePracDoctors - Delete Practice Doctors

•DeleteProfile - Delete Customer Profile

•Edit Attachments - Add/Edit Customer Attachments

•Edit BA Account ID - Allow changing Billing Account ID

•Edit Office Hours - Edit Office Hours

•Education - Add/Edit Customer Education Courses

•Export Restriction - Restrict Exporting the Customers

•Fulfillments -  Add/Edit Customer Fulfillments

•Hide Accounting Tab - Hide Accounting Page on Customer Form

•Hide Cases Tab - Hide Cases Page on Customer Form

•Hide Sales Tab - Hide Sales Page on Customer Form

•Lab Settings - Lab Settings in Customer Setting

•Link or Unlink PD - Link or Unlink Practice Doctors

•Local Docs - Local Documents Access

•Pickups - Add/Edit Customer Pickups

•PracticeDoctor Add - Add Practice Doctors

•PracticeDoctor Edit - Edit Practice Doctors

•Purchase Orders - Access to Customer Purchase Orders

•Team Prefs - Access to Customer Team Preferences

•Technician Prefs - Access to Customer Technician Preferences

•Use Stats - View Live Statistics

•View Attachments - View Customer Attachments

•Volume Discounts - Access to Customer Volume Discounts

 

➢Customer Portal

•EditWebCredential - Edit Customer Portal Credential

 

➢Employees

•Employees - Manage Employee records

•Employees ChangeID - Allow changing Employee ID

•Employees Time Clock - Manage Employee's Time Clock records

 

➢ General

•DataAuditTrailAction - Allow executing the options like Export or Re-Queue

•View Product Prices - Allow view Base, Catalog, and Customer Prices

 

➢Inventory

•Inventory Adj - Tools, Inventory, Maintenance, Adjustments

•Inventory CheckOut - Tools, Inventory, Maintenance, Check Out

•Inventory POs - Tools, Inventory, Purchase Orders

•Inventory Vendors - Tools, Inventory, Vendors

 

➢Load Scheduling

•Load Scheduling - Access to LSA View & LSA Dashboard

 

➢Marketing

•Broadcast Email - Access to Broadcast E-Mail (Sidebar)

•Campaign Manager - Access to Campaign Manager (Sidebar)

•EMail Templates - Access to E-Mail Templates (Sidebar)

•Events Configuration - Access to Events & Education (Sidebar)

•Marketing - Access to Marketing page(Sidebar)

•Mass Printing - Access to Mass Printing (Sidebar)

•WordPro Documents - Access to WordPro Documents (Sidebar)

 

➢Reports

•Calls Analysis - Allow Access to Calls Analysis Report

•ReportsRestrictAll - Restrict users running reports

•Sales Analysis - Allow Access to Sales Analysis Report

 

➢Setting

•CRM Settings - Master Settings, CRM

•Employees - Employees File

•Global Accounting - Master Settings, Global, Accounting

•Global Alerts - Master Settings, Global, Alerts

•Global AutoServ - Master Settings, Global, Automation Server

•Global Calls - Master Settings, Global, Calls

•Global Carriers - Master Settings, Global, Shipping Carriers

•Global Case Options - Master Settings, Global, Case Options

•Global Case Scores - Master Settings, Global, Case Scores

•Global Change Lab ID - Global Settings, Change Lab ID

•Global Commission - Master Settings, Global, Sales Commission

•Global Currency - Master Settings, Global, Currency

•Global DAMAS - Master Settings, Global, DAMAS

•Global DDX - Master Settings, Global, DDX

•Global Email - Master Settings, Global, E-Mail

•Global General - Master Settings, Global, General

•Global Inventory - Master Settings, Global, Inventory

•Global Lab Lists - Master Settings, Global, Laboratory Lists

•Global Merchant - Global Settings, Merchant Accounts

•Global Misc - Master Settings, Global, Misc.

•Global Printers - Master Settings, Global, Printers

•Global Products - Master Settings, Global, Products

•Global Settings - Master Settings, Global Root Access

•Global Telephony - Master Settings, Global, Telephony

•Global Vol Discount - Master Settings, Global, Volume Discount

 

➢Shipping Manager

•Shipping Manager - Access to Shipping Manager

•Shipping Manager COD - Shipping Manager, Allow Remove or Change COD Amount