Office Security

Office Security Tab on Desktop

System Administrator (SA) grans access to all security levels for across all branches.

Branch Administrator (BA) grants all access to only the assigned branch.

Copy and Paste is a great way to set up a new user.

Copy an existing users security access that matches the new user then 'Paste' on the new user.

Use the 'All' button to quickly select all access needed for a category.

When selecting a check box with an *asterisk also check the box for the other security levels listed.

Common Office Security Questions 

Access to Job Costing Report- requires option 34 Security, access to sensitive data.

Access/Deny Access to Invoices- Option 54 Deny A/R Access

Access to Time Card Reports- Option 9 Manage/Adjust FT timecard data and or Option 10 Manage/Adjust FT Payroll* also requires Option 28 Data Push options

Access for Credit Cards- Option 11 View/Edit Cust CC Info and Option 19 Add Customers and or 20 Edit Customers

User(Mechanic) that only needs to see the schedule- Option 49 Scheduler is read only

User(Mechanic) needs to see Schedule, Jobs/WO for scope of work but not pricing- Option 49 Scheduler read only, Option 60 deny FT access, and Option 2 View Jobs only.

User ability to change Customer Terms: 66 (under page 1-customer section of security, ‘Set/Change Terms’) or System Admin/Branch Admin to change terms.

Access to Customer Aging Report must have A/R access, 54 must be unchecked.

Office Security Tab on Portal

System Administrator (SA) grans access to all security levels for across all branches.

Branch Administrator (BA) grants all access to only the assigned branch.

Copy and Paste is a great way to set up a new user.

Copy an existing users security access that matches the new user then 'Paste' on the new user. 

Use the 'All' button to quickly select all access needed for a category.

When selecting a check box with an *asterisk also check the box for the other security levels listed.

Common Office Security Questions 

Access to Job Costing Report- requires option 34 Security, access to sensitive data.

Access/Deny Access to Invoices- Option 54 Deny A/R Access

Access to Time Card Reports- Option 9 Manage/Adjust FT timecard data and or Option 10 Manage/Adjust FT Payroll* also requires Option 28 Data Push options

Access for Credit Cards- Option 11 View/Edit Cust CC Info and Option 19 Add Customers and or 20 Edit Customers

User(Mechanic) that only needs to see the schedule- Option 49 Scheduler is read only

User(Mechanic) needs to see Schedule, Jobs/WO for scope of work but not pricing- Option 49 Scheduler read only, Option 60 deny FT access, and Option 2 View Jobs only.

User ability to change Customer Terms: 66 (under page 1-customer section of security, ‘Set/Change Terms’) or System Admin/Branch Admin to change terms.

Access to Customer Aging Report must have A/R access, 54 must be unchecked.