This explains how you can create and store the organisation's Staff details, their Cost Centres, and staff access rights in BOS in the Setup menu.
This serves as a compliment to the HR and business owner's endeavours to stay on top of staff birthdays, start date, and other records in a single system.
The data grid in Staff shows an overview of the entire staff compliment's details, their functions, as well as their Status. To Edit a Staff member, double click on their name, or right click > Edit.
Main menu > Setup > Staff > View
Main menu > Setup > Staff > New/Edit
The following fields are important and worth mentioning:
If a staff member has left, you can simply click on the Delete button to remove the selected staff member.
Settings need to be defined for each user account; alternatively default settings will apply. Administrators can provide or restrict user access to certain functionalities within BOS modules.
Main Menu > Setup > Staff > New/Edit > Settings
This is where System settings are defined for the user.
This is where calendar limits are set.
This sets the email name and SMTP settings.
This specifies what access is allowed, relative to the role of the staff member.
This specifies what access is allowed to the Materials Module, relative to the role.
This specifies what access to the Quotations module is allowed, relative to the user's role.
This specifies what access is allowed to the Sales Orders module, relative to the role of the user.
This specifies what access is allowed to the Work Orders module, relative to the role of the user.
This specifies what access is allowed to the Purchase Order module, relative to the role of the user.
This gives users access to copy rules and forms part of BOS's user security functionality.
This specifies what access is allowed to the Accounting module, relative to the user's role.
This specifies the settings for the Planning Board, relative to the role of the user.
This is where the default output Templates (more here) can be uploaded for the following modules:
This specifies what access is allowed to the Point of Sale module, relative to the user's role.
This specifies what access is allowed to the Workflows (more here) and Workspace (more here) modules, relative to the user role.
This specifies what access is allowed to the Dashboard (more here) and Reports modules (more here), relative to the user's role.
This specifies what access is allowed to these settings, relative to the user's role.
This specifies what access is allowed to HR.