Access Privileges
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)
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 - 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
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.
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