Transactions User Access

You can set the User Access to Transaction Types on a transaction level in the User Access tab of the Transaction Types setup window. If a Transaction is not added to the role or user settings, all users will be denied access to the Transaction. Where duplicate access is assigned to a user, eg. by assigning more than one role to the user, the highest access level will be applied.

Navigation

Main Menu > Setup > Transaction Types > User Access

1. Users - This displays a list of Users from the Staff table - ie. Staff who have a QuickEasy password.

2. Roles - This allows you to create a list of roles to which access settings can be linked. eg. Sales, Accounting, Estimators, etc. Roles cannot be deleted if Users are linked to the role.

3. Role Settings - This allows you to link settings to a role. Select a role from the lookup list to view the settings that are linked to it. Click the drop-down arrow on the Add button to add an access setting to all modules.

4. Select Role - This allows you to link users to roles. A user may be linked to one or more roles. Users automatically adopt the access settings of the roles they are linked to. Select a role from the lookup list to view the role settings that are linked to it.

5. Transaction - This is the list of Transactions added to the selected role.

6. Access - Eight levels of User Access can be set for each Transaction at a role or user level as follows:

   • 0: Access Denied - Access to the module is denied.

   • 1: View - User only - Viewing access is allowed to transactions created by the user.

   • 2: View - Rep only - Viewing access is allowed to transactions to which the user is linked as the Sales Representative.

   • 3: View - All - Viewing access is allowed to all transactions.

   • 4: Edit - User only - Viewing and editing access is allowed to transactions created by the user.

   • 5: Edit - Rep only - Viewing and editing access is allowed to transactions to which the user is linked as the Sales Representative.

   • 6: Edit - All - Viewing and editing access is allowed to all transactions.

   • 7: Edit & Delete - This allows the user to view, edit and delete a transaction.

   • 8: Full Access - This allows a user to create, delete, and modify transactions as well as change the status of read-only transactions.

7. Access - Estimates - The Estimating access firstly cascades from the Transaction Access - eg. if you have View only access rights on a Transaction, you will also have View only rights on the Estimates. The Access Estimating setting will, in addition, determine which parts of the Estimate may be viewed/edited. The options are:

• 1. Input, Desc, Spec (Default)

  2. Input, Desc, Spec, Pricing

  3. Full Access

8. Location IDs - This sets which stock locations the user can select from when adding Materials to a Transaction. The first location in the list is the default location.

9. Location IDs - Estimates - This sets what stock locations the user can select from when adding materials to an Estimate. The first location in the list is the default location.

10. User Roles - This allows you to link users to roles. A user may be linked to one or more roles. Users automatically adopt the access settings of the roles they are linked to. Select a user from the lookup list to view the roles that are linked to it.

11. User Settings - This allows you to link settings directly to a user. Select a user from the lookup list to view the settings that are linked to it.