Note: You need administrator access to complete the steps outlined in this article.
By default, all access functions are set to yes for all company users. You may restrict access for certain users and functions according to your business needs. All company users within an account share the same databases. If a user makes changes or edits to the database, it will apply to all the other company users as well.
To change a user's access function:
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Click on User Preferences
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Select the Company Users tab
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Click on the pencil icon against the user you want to edit
Image 1: Editing a user's access.
There are seven types of access functions that you can customise for your users.
Image 2: User access functions.
Use this setting to ensure that company users are in agreement when adjusting components in a detailed database, for example, when adjusting additional subcontract labour.
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Yes: The user is able to make price adjustments that apply to the whole company in the detailed database.
Image 3: Editing access for price adjustments.
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No: The user will not be able to make price adjustments.
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Yes: The user is able to delete company supplier lists.
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No: The user is not able to delete company supplier lists.
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Yes: The user is able to edit or delete line items in company estimates or delete company estimates.
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No: The user is not able to edit or delete line items in company estimates or delete company estimates.
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Yes: The user is able to edit and run reports
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No: The user is able to run reports, but not edit reports.
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Yes: The user is able to edit and delete company suppliers.
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No: The user is not able to edit and delete company suppliers.
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Yes: The user is able to export company estimates.
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No: The user is not able to export company estimates.
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Yes: The user is able to view recipe ingredients.
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No: The user is not able to view recipe ingredients.
Please contact us if you need further training on user access.