User Account Access

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nwsppca1_phpBB3
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User Account Access

Postby nwsppca1_phpBB3 » Wed May 27, 2015 12:23 pm

The following tech note will detail to you what special privileges are given to each Tallys User Group.

Accounting Group

Those not in the Accounting group cannot do the following:

Payroll:
- Click the payroll button on the main menu.
- Click payroll tab in the Contact input form.

Invoicing:
- Complete and/or uncomplete invoices.
- Set an invoice close date.

Exports:
- Create, save or view Great Plains exports.

Admin Group

Those not in the Admin group cannot do the following:

Preferences:
- View or modify any preference other than the one for their specific login.

Racks:
- Change the rack number of a rack in the rack input form.

Dispatches:
- Uncomplete a completed Dispatch.

StockCards:
- Open and close StockCards.

Invoices:
- Use the complete checkbox.

Menu Items:
- Tools > Execute Command.
- List > Delete Selection.
- Tally > Void this Tally.
- Tally > Correct this Tally.

Buttons:
The Delete (trash) button on the following Input forms are deactivated for those not in the admin group:
- Pipe Sizes
- Pipe Grades
- Pipe Threads
- Pipe Weights
- Pipe Conditions
- Pipe Manufacturers
- Pipe Ranges
- Pipe Wall
- Pipe Category
- Equipment
- Notes
- Contacts
- RailCars
- Regular Quote
- Pipe Quote
- Trucks
- Trailers
- Check Lists
- Parts
- Mileage
- Everaz
- Everaz Sites

Management Group

Those not in the Management group cannot do the following:

Preferences:
- Save any preference.

Invoices:
- Change both tax rates in the header (uncompleted invoices only).

Administrator/Support

- Access to the Admin Palette.
- Re-import user information after code update
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