Client Management Master Account Management User Group Security
User Group Security Options (continued)
User Group (OP) – Each User Group contains a Security Level. This Security Level controls which levels of documents Users assigned to the User Group will be able to view. Each document that is attached to a Customer, Master Account, Subaccount, Site, System, Service Ticket, Part, Vendor or Job is assigned a security level when being saved.
Allow Document Edit (DX) – Allow Users to modify documents attached to a Customer, Master Account or Subaccount record. Users will only be able to view/modify documents with a Security Level less than or equal to the User Group security level assigned to the User’s User Group.
Allow Document Delete (DX) – Allow Users to delete documents attached to a Customer, Master Account or Subaccount record. Users will only be able to delete documents with a Security Level less than or equal to the User Group security level assigned to the User’s User Group.
Customer Items (AR) – Allow Users access to the Items tab on an existing Master Account or Subaccount record. The User is also able to add, change or delete records listed on the Master Account or Subaccount Items form.
Customer Tree View Only (AR) – Users linked to a User Group with this permission setting selected will be able to open a Customer Explorer record but will not be able to drill into the details of any transaction information displayed on the Customer Explorer record.
Site Custom Fields (AR) – Allow Users access to the Custom Fields tab on an existing Site. The User is also able to enter information into any field setup for data entry on the Site Custom Fields form.
Site Documents (AR) – Allow Users to view documents attached to a Site. Users will only be able to view documents with a Security Level less than or equal to the User Group security level assigned to the User’s User Group.
Site Items (AR) – Allow Users access to the Items tab on an existing Site record. The User is also able to add, change or delete records listed on the Site Items form.