Jobs Security

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The ability to add, edit, view and amend jobs is handled via Jim2 Security.

 

To enable other users to view specific areas, select the Security Group, select Edit and expand the Jobs (and sub-folder) checkbox(es).

 

jobsecurity

 

Choose what the user is able to do.

 

Checkbox settings:

 

Checkboxes

Explanation

checkboxtick

Will only return results for what is ticked.

checkboxempty

Will not return results for any unticked boxes.

checkboxpartsel

Will return results for all of the above.

 

The following lists the security settings available for jobs. Whilst some things have been grouped below, ie. view/edit/add, these are all individual security settings.

 

Job Security

View/edit/add jobs

View/edit other users' and account managers' jobs

View ready/invoiced jobs

Edit and/or delete other users' job comments.

Mark jobs as ready

Move/copy details from other jobs

Docket jobs individually and from list

Unprint docket jobs

Allow jobs with customers on credit hold

Allow to apply credits during invoicing

Change Account Manager

Change Job Tax Paid

Change Price Level

Unprint manufacturing jobs

Manufacture stock

Change price level/account manager, job tax paid

Show customer account balance

Allow show total on list

 

Return from Customer

View/edit/add/finish/unprint returns from customer

Allow to finish returns from users

Allow non strict returns

 

Dispatch

View/edit/delete dispatch sessions

Allow dispatch sessions for all branches (if branches are enabled)

 

Invoice

Invoice jobs

Change invoice date/date due

Unprint invoice

Allow to invoice users

Allow invoicing when customer credit limit reached

Allow invoicing when customer outside trading terms

Allow discounts on invoice

Allow invoicing when customer is on automatic credit hold

View/reprint invoices

 

Branches

View jobs from different branches

Sell from different branches

Sell from locations of different branches

Sell from all locations, regardless of branch

 

Stock on jobs

Edit stock

Edit other users stock

Delete Applies stock

Delete and/or Edit Applies stock description

Sell committed stock

Sell stock in advance

Reserve/un-reserve stock

Show stock cost/prices

Allow to sell stock for less than minimal price

 

Info

Note: Min Sale Price must be set up on stock first.

Show stock cost

Sell from Intercompany locations (only works if usingMulti-Company)

 

Commissions

View/edit commission values

View/edit other users' commission values

View/edit other account managers' commission values

 

Please see User Group – Tags/Category Groups for more in-depth information on Jobs security.

 

Further information

Security