Multi-Company Security |
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On the ribbon, go to Tools > Security and set up security for all users.
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.
The image above shows all the security settings available for Management.
Choose what the user is able to do.
Checkbox settings:
Security Choices
Please see User Group – Tags/Category Groups for more in-depth information on Management security.
Further information |