Editing Administrative Clearances
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− | The <span style="color:orange"> | + | The <span style="color:orange"> Order Abilities </span> section is where you can choose permissions related to adding and deleting information. |
− | The <span style="color:orange"> | + | The <span style="color:orange"> User Accounts </span> section provides access to the user accounts in SME. |
* '''Field Access Level''' is related to custom fields. You can assign an access level to each custom field and this is where you assign what level of access the user group has to the custom fields. | * '''Field Access Level''' is related to custom fields. You can assign an access level to each custom field and this is where you assign what level of access the user group has to the custom fields. | ||
− | The<span style="color:orange"> | + | The<span style="color:orange"> Financial Data Access </span> section provides users access to financial information such as commissions, costs and prices, and credit card info. |
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− | The <span style="color:orange"> | + | The <span style="color:orange"> Company Defaults </span> section provides users access to the Setup module > Company > Setup Groups. This applies to all groups except user groups. Access to the User Group section of Setup module is determined under the User Accounts section. |
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− | The <span style="color:orange"> | + | The <span style="color:orange"> Miscellaneous </span> section provides other permissions. A couple that are used frequently: |
* '''Can Edit/Create''' View - this allows user to create new search views in the search windows throughout SME. | * '''Can Edit/Create''' View - this allows user to create new search views in the search windows throughout SME. | ||
* '''Add to Lists''' - allows users to add values to drop down fields directly in the field rather than going to the setup module. | * '''Add to Lists''' - allows users to add values to drop down fields directly in the field rather than going to the setup module. |