Multi-Company Security

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

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, as well as allowing users to perform non intercompany purchases/sales between companies.

There is also a setting under Job Security > Stock on Jobs 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.

User tab of CardFiles includes Companies. This allows restricting users to specific companies. Users can also be restricted from viewing transactions on cardfiles via Jim2 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.

Security Choices

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