Click the Access tab in the Employee Card to assign Privileges and Access to different features in Big Business, including:
Export - without the export privilege a user cant save data or reports to a text file.
Terms - control a users ability to change customer or vendor terms
Change - control a users access to Quick Change (Update or Apply) in Searches
Delete - control a users access to Batch Delete entries in a Search
Tabs - control access to Profitability, History, or Category tabs throughout
These features apply throughout Big Business. (3103)
To assign privileges and access to differentfFeatures in Big Business, first turn OFF the All Access setting:
1. Open the Employee Card
2. Go to the Access tab
3. Click to uncheck All Access
You can then turn ON access to Tools by:
Selecting a Toolbar - Customer, Vendor, Item,...
Selecting a Tool - Customer Card, Customer Search, Quote,...
You can also turn ON Privileges such as:
Export - the use can save data or reports to a text file.
Terms - the user can change customer or vendor terms
Change - the user can Quick Change (Update or Apply) in Searches
Delete - the user can Batch Delete entries in a Search
Tabs - the user can access Profitability, History, or Category tabs
Click OK to Save changes to the Employee Card and OK the dialog, that changes do not take effect until the user signs in again.