Transaction Access Allowed

User Settings

Navigation: Main menu > Setup > Settings > Users (tab) > Double-click a Username

ℹ️ Several User Settings impact how Transaction Types are used and provide additional access features.

See User Settings Explained for a comprehensive list.

Navigation: Main menu > Setup > Settings > Users (tab) > Double-click a Username

Access can be set individually per transaction type by clicking the checkboxes or selecting a view option from the dropdown list.

Access can be set for multiple transaction types using Actions (button) > Batch Update.

Modules can be added or removed using Actions (button) > Add/Remove Modules. If a module is removed from a user, their access is revoked.

Copying transactions: Users must have View and Edit rights to the target transaction. They do not require New access rights.

If a Transaction Type is copied, the user access settings are also copied.

If a user does not have access to a Transaction Type, the information is hidden in the ledger.

View: Options are:
- None: The user has no rights to view the transaction and cannot receive any of the other rights either. They will not see the transactions in the ledger either.
- All: The user may view all the transactions.
- Own (Rep): The user may view transactions if they are the rep.
- Admin: The user has full rights to view all the transactions and may change the Status on read-only transactions to any other status.
New: The user may create new transactions. If users have access rights to copy a transaction, they can still create a new transaction by copying a transaction. View and Edit rights are required. Users without new rights are shown an error message if they try to create new transactions.
Edit: Allows users to edit the transaction. View rights are required.
Delete: Allows users to delete the transaction. View rights are required. Users without delete rights are shown an error message if they try to delete a transaction.
Est (Form only): Only applies to estimates. Limits the information users can see (e.g. users cannot see the profit break-down).
Status (Up only): Users can only change the status of a transaction to the next status, not to the previous status (e.g. Pending to Active but not Active to Pending). Users with Admin rights can change the statuses regardless of this setting.