Access Setup

Purpose

Each company's Admin can create users assigned to different roles. Each role will have access to an allowed subset of the available pages / functions of FA.

Procedure

• Roles: Choose Roles to edit or New role to create a new user role with all checkboxes removed
• Show Inactive: Show all roles, including the Inactive Roles
• Role Name: Name of the Role (22 characters max)
• Role Description: Description of the Role (52 characters max)
• Current Status: Active/Inactive. Choose Inactive only for backup or unused roles.
• Role Sections: (described in detail below)
• If creating a new role: Insert New Role/Back
• If editing existing role: Save Role/Clone This Role/Delete This Role/Cancel/Back

Tips and Tricks

• To avoid mistakes in editing, Clone an existing Role and set the Current Status to Inactive
• If you need to use FA whilst travelling, you may want to add an additional user account with a 'limited access role'; reducing the number of options available will be less distracting and make the interface more user friendly especially if your device has a small screen. you can always log out and log back in with your 'normal' username should you require additional functionality.

Suggested limited access role:- Sales

• Sales Quotation Entry
• Sales Order Entry
• Direct Invoice
• Add and Manage Customers

Purchasing

• Purchase Order Entry
• Direct Supplier Invoice
• Suppliers

Items & Inventory

• Inventory Item Status
• Items

+ Additional inquiries & reports as necessary