Chapter 107 Employee Admin
Employee Admin describes tools to help create employee records and set their access.
BigBusiness requires each user to Sign In to help you track accountability and controls. Setup deserves careful consideration to avoid problems arising from creative solutions.
Cannot Print Modified
Cannot Print Modified is a Restricted Access setting on an Employee card, Access tab.
Cannot Print Modified may prevent errors by disallowing printing of unsaved records. Click the checkbox and the Employee gets an error when they try to print before save.
This option may be helpful if Sales Tax lookups are automatic and might be skipped. Use Employees Search to view or change this setting for multiple Employees at once.
Block Employees
Block is the option to set Restricted Access for Employees using Update on a Search.
Go to Employees toolbar, Employees Search, and click Find All to view all employees. Click Add (+) to add a column for Restricted Access, such as Cannot Print Modified.
Command-Click to select multiple entries and click Update. Choose the access option to update, like Cannot Print Modifed and set to Block. OK and and Confirm changes.
Prevent Print
Prevent Print is the result of protection settings to avoid printing incorrect documents.
One reason is your company uses an online sales tax service such as TaxJar or Avalara, so you may need to Save before you Print to ensure any tax lookup is performed first.
If you click OK to save, you probably will see Print Options, which Prints after Save. You may also Cancel to not save any changes and re-open the saved record to Print it.
Automatic Access
Automatic Access lets you allow an Employee without All Access to use Automatic Actions.
Auto-Charge, for example, automatically sets Other Charges to Freight Charges. Once set if Freight Charges recalculates, Other Charges is updated.
With Automatic Access the employee can click the Auto-Charge checkbox on Orders. Auto-Charge can be preset on a Customer and only changed with Automatic Access.
Update Access
Update Access adds access checking to the Update tool for changing records on Searches.
Update is the tool with the magic wand icon found on Searches such as Customers. Use it make changes to several records at once such as setting Credit Limit for a group.
Update has its own Access setting on Employee Access but does not supersede others. Pictured, Terms Access prevents a change to Credit Limits by this employee.
Unlock Bill of Materials
Unlock Bill of Materials lets you override locking of the BOM tool for any Employee.
BOM Locking protects allocations by not allowing changes to a BOM while allocated.
Terms Access
Terms Access lets you set access for an employee to customer credit tools such as Credit Hold, which can be used a checkbox on Customers Search or Customer History.
Without All Access or Terms Access the employee will not be able to change Terms. Terms settings include Terms, Credit Limit, Credit Hold, and Credit Hold Days.