Generic Help: Requirements Search Screens New Screens
EMPLOYEE ROLE SCREEN:

Screen to manage employee access. Roles are created with certain privileges, these roles are then assigned to employees.
Employees can only have one role.
In future "Hybrid Role" functionality may be given which is an amalgamation of a number of other roles and automatically kept in synch, but for simplicity, employees will only ever have a single role.

Code:

Enter code for Employee Role.

 

Description:

Enter the description of the Employee Role.

 

Max Discount Allowed (Percent):

Enter the Maximum Discount that user can apply without approval.

 

Can Approve Purchase Order: (CHECKBOX)

Click in the Checkbox if the user has the right to approve purchase order requests.

 

Can Invoice: (CHECKBOX)

Click in Check Box if the user has the right to create Invoices for customers.

 

Can Save New Template: (CHECKBOX)

Click in Check Box if the user has the right to edit default screen values (values that appear when clicking New tab). "Template" button will appear, if granted, in "New" and "Details" tabs.

 

Restrictive Permissions: (CHECKBOX)

Only used when creating a new role. Determines whether all rights will be assigned or none to start with. Future enhancements will allow rights copy from an existing role.

 

Screen Access:

Click on SHOW to show you the rights for each menu option

Choose a MENU GROUP from the Drop Down Menu

View or Change Access rights.  If a tick is in the checkbox the user has access to that Menu Option