Multi-Company Security

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On the ribbon, go to Tools > Security and set up security for all users.

 

companies security

 

Info

Security is universal for all companies. Security on individual companies cannot be set up. See Security for more information.

 

Which users/user groups have access to companies can be controlled to allow editing/viewing only.

 

There is also a setting under Job Security to allow selling from intercompany locations (under Stock on Jobs), as well as a setting under Purchases Security to allow intercompany purchases.

 

The ability to add, edit, view and amend management reports, etc. is handled via Jim2 Security.

 

Management Security

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

 

management security

 

The image above shows all the security settings available for Management.

 

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.

 

Security Choices

Security

Reports

Business Analysis

Budgets

Cash Flow

View, edit, delete Commission Sessions

 

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

 

Further information

Security