Employee lets you create users, set access to just the tools they need, and block errors.


Employee Guide copies designated Alerts to System Notifications to help select areas.


Duplicate lets you create a new Employee card with the same Access settings preset.


Access to Cloud Services is set on the Employee Card, on the Secure Web tab. Granting access lets the employee use credentials (securely stored API keys) to perform a task, like clicking a button in Big Business to automatically create a Customer in your online store.

This Solution provides details. (6543)


The Access tab on Employee card lets you limit access to specific tools and privileges.

• Export - needed to export from searches and reports
• Terms - needed to change customer or vendor terms or credit
• Update - needed to use Update in searches to change multiple entries
• Delete - needed to use Delete in searches to delete multiple entries
• Profit - needed to view Profit tab on transactions
• History - needed to view History tab on cards
• Category - needed to view Category tab on transactions
• Duplicate - needed to use Duplicate in searches to duplicate multiple entries
• Status - needed to change Status on transactions
• Inactive - needed to change Inactive status of Customer, Items, etc.

These features apply throughout Big Business. (3103)


Big Business allows you to limit employee privileges, which you assign in the Employee Card on the Access tab.

Settings for Cannot Modify Transactions and Cannot Delete Transactions prevent the user from modifying or deleting any saved transaction. (5517)


Commission Rate lets you to enter commission rates for your employees for reporting.

When you enter a commission rate, it applies to either the total sales or the profit generated by the employee, depending on a selection you make in the Employee Preferences window. (The total sales and profit amounts are based on invoices on which the employee is listed as the Salesperson.)


Big Business provides straightforward reporting of employee commissions. Using the various options available you can:

-Choose whether to report commission on gross Sales or Profit (margin)

-Assign different employees different commission rates

-Report Commissions on Invoices or Paid Invoices
(5644)


Employees Search lets you view My Prefs settings for employees, such as:
• Search Prefs
• Docs Prefs
• Auto Zoom Prefs
This gives you a fast way to review or change, using the Update button.

This Solution describes this option. (6623)