Action Security Follow

Group Maintenance: Action Security

Group Maintenance: Action Security

Use the Action Security grid to allow or deny users from a user group to access certain system functions. Select (allow) or deselect (deny) the following options for each security action function.

 

Accept Payments On Accounts:

Selecting this checkbox allows a user from this user group to accept a payment on an account..

Deselecting this checkbox grays out or turns off the Collect Payment On An Account from the Customer menu, denying user group access.

 

Authorizations: Send Online Authorizations

Selecting this checkbox allows a user from this user group to send online authorization requests.

Deselecting this checkbox grays out or turns off the online authorization request icons, denying user group access.

 

Branch: Modify Branch Sharing

Selecting this checkbox allows users in this user group to edit the Branch Sharing settings.

Deselecting this checkbox grays out or turns off the Branch Sharing menu option, denying users from this user group access.

 

Contract Job: Change Retainage Percent

—Selecting this checkbox allows users in this user group to change the retainage percentage for contract jobs. If the user has this turned on, they are allowed to double click on the Retainage Percent tag in the bottom left hand corner of the Contract Job window to bring up the Change Retainage window where they can make all new retainages a selected percentage.

Deselecting this checkbox grays out or turns off the Retainage Percentage box on the Finalize window, denying users from this user group to create contract job invoices.

 

Contract Job: Invoicing

—Selecting this checkbox allows users in this user group to generate invoices for contract jobs.

Deselecting this checkbox grays out or turns off the Create New Invoice button on the Contract Job window, denying users from this user group to create contract job invoices.

 

Costing: Costing Configuration

—Selecting this checkbox allows users in this user group to access the Costing Configuration window to edit default costing details.

Deselecting this checkbox grays out or turns off the Costing Configuration menu option, denying users from this user group access.

 

Costing: Edit Costs on Order

Selecting this checkbox allows a user from this user group to edit costs on orders.

Deselecting this checkbox grays out or turns off the Cost field on the Edit Line window, so entries cannot be made.

 

Costing: Edit Standard Cost List

Selecting this checkbox allows a user from this user group access to the Standard Cost List settings.

Deselecting this checkbox grays out or turns off the Standard Cost List menu option.

 

Costing: View Buyout Costs On Order

Selecting this checkbox allows a user from this user group to view the cost on the Source Parts window..

Deselecting this checkbox removes the cost from the items not in stock from the Source Parts window.

 

Costing: View non-Buyout Costs on Order

Selecting this checkbox allows a user from this user group to view costs on orders.

Deselecting this checkbox removes the Total Cost of Order field from the bottom of any Estimate order window and the Cost field on the Edit Line window.

 

Costing: View Pricelist Costs

Selecting this checkbox allows a user from this user group the ability to view the Net Pricelist Cost Warning popup window.

Deselecting this checkbox grays out or turns off the Cost details on the Net Pricelist Warning popup window, so CSRs can be alerted of the warning, but cannot see the cost.

 

Daily Scheduler: Allow Installer Maintenance

Selecting this checkbox allows a user from this user group the ability to open and change the installer information in the Installer Information window. To access this window, the user clicks on the Installers link in the Daily Scheduler window

Deselecting this checkbox turns off the Installers link on the Daily Scheduler window, so the user is unable to open the Installer Information window.

Database: Add Database Descriptions

Selecting this checkbox allows users from this user group to access the Add Database Description button from the DataBridge window.

Deselecting this checkbox grays out the Add Database Description button, denying users in this user group access.

 

Database: Database Backup

Selecting this checkbox allows users from this user group access the Database Backup option under the Tools menu.

Deselecting this checkbox grays out or turns off Database Backup option under the Tools menu.

 

Database: Database Restore

Selecting this checkbox allows users from this user group permission to the Database Restore option under the Tools menu.

Deselecting this checkbox grays out or turns off Database Restore option under the Tools menu.

 

Database: Database Utilities

Selecting this checkbox allows users from this user group to access Database Maintenance Tools from the Tools menu.

Deselecting this checkbox grays out or turns off the Database Maintenance Tools option from the Tools menu.

 

Database: Set DataBridge Password

Selecting this checkbox allows users from this user group to set the DataBridge password: Tools>Databridge

Deselecting this checkbox grays out or turns off the Change Password button in the Databridge window.

 

Dispatches: Delete Electronic Dispatches

Selecting this checkbox allows a user from this user group to delete electronic dispatches from the Electronic Dispatch/Web Quote Finder.

Deselecting this checkbox removes the Delete Dispatches button from the Electronic Dispatch/Web Quote Finder.

 

Dispatches: Open Electronic Dispatches

Selecting this checkbox allows a user from this user group to open electronic dispatches.

Deselecting this checkbox hides or turns off the Open Electronic Dispatches/Web Quotes menu option from the Orders menu, denying user group access.

 

EDI: EDI Access

Selecting this checkbox allows users in this user group to access to EDI functions (Create New EDI Batch, View EDI Batches, Read EDI Mail, 360 EDI Reconciliation, View/Batch Sent Invoices, Send/Receive EDI, and EDI Parts), if applicable.

Deselecting this checkbox grays out or turns off the EDI menu option, denying users from this user group access.

Click here for a visual example.

Edit Line: Customer Pays for this Item

Selecting this checkbox allows users in this user group to mark line items on an insurance order as products that the customer will pay for out-of-pocket, by being able to access the Customer Pays for this Item checkbox in the Edit Line window.

Deselecting this checkbox grays out or turns off the Customer Pays for this Item checkbox, denying users the ability to use this feature.

 

Edit Line: Description, Qty, & Note

Selecting this checkbox allows users in this user group to edit the Description, Qty, and Note fields in the Edit Line window.

Deselecting this checkbox grays out or turns off the Description, Qty, and Note fields on the Edit Line window.

 

Edit Line: Line Type

Selecting this checkbox allows users in this user group to edit the Line Type field on the Edit Line window.

Deselecting this checkbox grays out or turns off the Line Type fields on the Edit Line window.

 

Edit Line: Pricing and Accounting

Selecting this checkbox allows users in this user group to edit the pricing and accounting fields in the Pricing section of the Edit Line window (List Price, Discount %, Discount Amount, See Price, Discount Type, Tax Type fields, and the Tax Exempt checkbox).

Deselecting this checkbox grays out or turns off the pricing and accounting fields in the Pricing section of the Edit Line window.

 

Edit Line: Sold Item Number

Selecting this checkbox allows users in this user group to edit the Sold Item Number fields on the Edit Line window.

Deselecting this checkbox grays out or turns off the Sold Item Number fields on the Edit Line window.

 

Edit Line: Unique Data

Selecting this checkbox allows users in this user group to edit the fields in the Unique Data section on the Edit Line window.

Deselecting this checkbox grays out or turns off the fields in the Unique Data section on the Edit Line window.

 

 

Flashing Notifications: Notify for All Branches I am a Member of

Selecting this checkbox ensures that a user will get a flashing button for branch transfers, electronic dispatches, and ENOL responses that come in for ANY branch this user is a member of (user does work for multiple branches at the same time--like a call center CSR).

Deselecting this checkbox means this user will only get a flashing button for branch transfers, electronic dispatches, or ENOL responses that come in for the branch that this user is currently logged into (user only works at one branch at a time).

This option can be used in conjunction with the following two options (See Receive Order Transfer Notifications and Receive Glaxis Notifications).

 

Flashing Notifications: Receive Glaxis Notifications

Selecting this checkbox ensures that this user will get the flashing button for electronic dispatches and ENOL responses (for example, user is a Call Center CSR or somebody who assigns electronic dispatches to workorders).

Deselecting this checkbox means this user will never get a flashing button for electronic dispatches or ENOL responses (for example, user is a shop CSR and the Call Center handles all Glaxis transactions from Lynx).

This option can be used in conjunction with the following two options (See Notify for All Branches I am a Member of and Receive Order Transfer Notifications).

 

Flashing Notifications: Receive LX Mobile Notifications

Selecting this checkbox ensures this user will get the flashing button for LX Mobile Notifications.

Deselecting this checkbox ensures that this user will not get a flashing button for LX Mobile notifications (for example, user is a call center CSR and does not need to know about LX Mobile information).

 

Flashing Notifications: Receive Order Transfer Notifications

Selecting this checkbox ensures this user will get the flashing button for branch transfers (for example, user is a shop CSR and needs to know about working transfers).

Deselecting this checkbox ensures that this user will not get a flashing button for branch transfers (for example, user is a call center CSR and does not need to know about working transfers).

This option can be used in conjunction with the following two options (See Notify for All Branches I am a Member of and Receive Glaxis Notifications).

 

Flashing Notifications: Receive WebQuote Notifications

Selecting this checkbox ensures that this user will get the flashing button whenever an online customer submits a webquote.

Deselecting this checkbox ensures that this user will not get a flashing button indicating that an online customer submits a webquote.

 

General: Change Connection

—Selecting this checkbox allows users in this user group access to the Server Setup window via the Change Connection option under the Tools menu.

Deselecting this checkbox grays out or turns off the Change Connection option under the Tools menu, denying users from this user group access.

 

General: Com App Admin Tool

—Selecting this checkbox allows a user from this user group view to access the Com App Admin Tool and settings.

Deselecting this checkbox grays out or turns off the Start Com App Admin Tool and settings option under the Tools menu, denying users from this user group access to this feature.

 

General: Glass Quoter Configuration

—Selecting this checkbox allows this user group access to the GlassQuoter Configuration settings.

Deselecting this checkbox grays out or turns off the GlassQuoter Configuration option under the Company menu, denying users from this user group access to this feature.

 

General: Start Accounting Integration Program

—Selecting this checkbox allows this user group view to access the Start Accounting Integration Program.

Deselecting this checkbox grays out or turns off the Start Accounting Integration Program option under the Accounting menu, denying users from this user group access to this feature.

 

General: View Inactive Entities

Selecting this checkbox allows a user from this user group to view inactive customers, insurance companies, agents, and branches, using the Status field of their corresponding finders.

Deselecting this checkbox removes the Status field from their corresponding finders, denying them access to this feature.

 

IC: Physical Inventory

Selecting this checkbox allows a user from this user group to open and take Physical Inventory.

Deselecting this checkbox turns off the Take Physical Inventory menu option, denying them access to this feature.

 

IC: Physical Inventory Adjustments

Selecting this checkbox allows a user from this user group to make physical inventory adjustments.

Deselecting this checkbox grays out or turns off the Show Differences button on the Physical Inventory window, preventing users from being able to compare their own physical inventory entries against actual stock records and post adjustments.

 

IC: Physical Inventory Posting

—Selecting this checkbox allows a user from this user group to make physical inventory posting.

Deselecting this checkbox grays out or turns off the Post button on the Physical Inventory Count Differences window, preventing users from being able to post physical inventory count difference adjustments.

 

IC: Receipt Entry

Selecting this checkbox allows a user from this user group to enter receipts for inventory control.

Deselecting this checkbox grays out or turns off the Manual Receipt Entry option from the Inventory menu, denying these users access.

 

IC: Reserved Items Lookup

Selecting this checkbox allows a user from this user group to look up committed IC items in the Reserved Item Lookup window.

Deselecting this checkbox grays out or turns off the Reserved Item Lookup menu option under the Inventory menu.

 

IC: Stock Adjustment Entry

Selecting this checkbox allows a user from this user group to enter stock adjustments for inventory control.

Deselecting this checkbox grays out or turns off the Standard Stock Adjustments menu option, denying them access to make changes.

 

IC: Stock Transfer

Selecting this checkbox allows a user from this user group to transfer stock from one IC Location to another.

Deselecting this checkbox grays out or turns off the Transfer Stock option from the Inventory menu, denying them access to this feature.

 

InfoMax: InfoMax

—Selecting this checkbox allows users in this user group to access the InfoMAX window.

Deselecting this checkbox grays out or turns off the Start InfoMAX option from the Reporting menu, denying users from this user group access.

 

Order Entry Instructions: Allow Deleting Instructions

—Selecting this checkbox allows users in this user group access to delete instructions from the Instructions window. This is only applicable if the Enable Multiple Installation Instructions is turned on in the General Application Settings.

Deselecting this checkbox grays out the Delete Instruction(s) button from being clicked in the Instructions window.

 

Order Entry Instructions: Allow Editing Instructions

—Selecting this checkbox allows users in this user group access to edit instructions from the Instructions window. This is only applicable if the Enable Multiple Installation Instructions is turned on in the General Application Settings.

Deselecting this checkbox allows the user to click Edit Instructions to open it, but all the boxes are read only.

 

Order Entry: Allow Credit/Rebill

—Selecting this checkbox allows users in this user group access to the Credit Re-bill function from the Estimate tab.

Deselecting this checkbox grays out the ability to click the Credit Re-bill button.

 

Order Entry Instructions: Allow Editing of Tax Exempt on Orders

—Selecting this checkbox allows users in this user group to edit or make changes to the Tax Exempt fields on the Customer tab during order entry.

 Deselecting this checkbox denies users in this user group the ability to edit or change the entries in the Tax Exempt fields on the Customer tab during order entry, by graying them out and making them uneditable.

 

Order Entry: Allow Mail to Agent Change on Orders

—Selecting this checkbox allows users in this user group to check or uncheck the Mail to Agent option on the Insurance window during order entry.

Deselecting this checkbox denies users in this user group access to agents (in the drop-down menu or lookup) next to the Bill to ID of on an order. Also, the Mail to Agent checkbox grays out, making it non-editable to this user group.

Note: If the customer is already setup to mail the agent in maintenance, then it will still appear as checked, however, it will be grayed out so that general users cannot edit it.

 

Order Entry: Allow Order Associated Refunding

Selecting this checkbox allows users in this user group to create new refunds that are associated with a system invoice. When selected, the Orders drop-down menu displays the New Refund option. Plus, for new orders, this user group can select Refund as the Type of Order on the Save/Print tab during order entry and make an entry in the Refund Reason field.

Deselecting this checkbox grays out the New Refund option on the Orders menu and the new order drop-down menus and removes the Refund option on the Type of Order drop-down menu on the Save/Print tab for new orders, denying this user group the right to create refunds against orders.

 

Order Entry: Allow Partial Work Order Invoicing

Selecting this checkbox allows a user from this group to partially invoice a workorder from the Save/Print tab.

Deselecting this checkbox removes the Partial Invoice button.

Order Entry: Permanent Delete of Workorders & Quotes

Selecting this checkbox allows a user from this group to permanently void deleted quotes and workorders on the Quote/Workorder Finder.

Deselecting this checkbox removes grays out the Delete Order(s) button on the Quote/Workorder Finder for deleted items.

 

Order Entry: Allow Unassociated Refunding

—Selecting this checkbox allows users in this user group to create new refunds that are not associated with a system invoice (manually created paper invoices that have not been logged into the system). When selected, the Orders drop-down menu displays the New Refund option. Plus, for new orders, this user group can select Refund as the Type of Order on the Save/Print {F9} window during order entry and make an entry in the Refund Reason field.

Deselecting this checkbox grays out the New Refund option on the File and the new order drop-down menus and removes the Refund option on the Type of Order drop-down menu on the Save/Print {F9} window for new orders, denying this user group the right to create refunds against non-system orders.

 

Order Entry: Change and Resave Invoices

—Selecting this checkbox allows users in this user group to edit and resave invoices and cash sales at a non-accounting, pricing, costing, or taxing level provided that GlasPacLX has been set up to do so in Configuration Settings.

Deselecting this checkbox grays out the Edit Invoice button on saved invoices.

 

Order Entry: Change Existing CSR ID On Orders

—Selecting this checkbox allows users in this user group to change the CSR ID on the order.

Deselecting this checkbox grays out the CSR ID box after the CSR has been selected on saved orders.

Order Entry: Change Existing Sales Rep ID On Orders

—Selecting this checkbox allows users in this user group to change the Sale Rep ID on the order.

Deselecting this checkbox grays out the Sales Rep ID box after the sales rep has been selected on saved orders.

 

Order Entry: Change List Price of Priced NAGS Parts

Selecting this checkbox allows users in this user group to change the list prices of NAGS parts that show a non-zero price (that have a price) on an order.

Deselecting this checkbox grays out the list prices of NAGS parts that show non-zero prices on an order so that a user in this user group cannot edit them.

Note: This feature will not affect zero ($0.00) prices. See Action Security: Change Prices on Non-priced Parts on Order.

 

Order Entry: Change Prices of Non-priced Parts on Order

Selecting this checkbox allows users in this user group to change the prices of parts that show a zero ($0.00) price on an order.

Deselecting this checkbox grays out the pricing areas (List Price, Disc %, Net Price, and Amount columns) for parts that show zero ($0.00) prices on an order so that a user in this user group cannot edit them.

 

Order Entry: Change Prices of Priced Parts on Order

Selecting this checkbox allows users in this user group to change the prices of parts with established prices on an order.

Deselecting this checkbox grays out the pricing areas (List Price, Disc %, Net Price, and Amount columns) for parts with established prices on an order so that a user in this user group cannot edit them.

 

Order Entry: Override Discount Pricing Locks on Orders

—Selecting this checkbox overrides or does not recognize when the Lock Pricing on Orders option is selected, so users can make pricing changes (List Price, Discount Amount, Discount %, and Sell Price).

Deselecting this checkbox permits the Lock Pricing on Orders option to work on certain discounts. This prevents users without security clearance from being able to change pricing (List Price, Discount Amount, Discount %, and Sell Price).

 

Order Entry: Override On-credit Hold

Selecting this checkbox allows users in this user group to create and save all orders for customers even if they are on credit hold.

Deselecting this checkbox still shows the On-Credit Hold popup, but lets the user continue creating and saving a quote, workorder, or cash sale. However, the user will not be allowed to save an invoice on account.

 

Order Entry: Override Sales Margin Violations

Selecting this checkbox allows a user from this group to continue to save orders that do not meet the specified sales margin percentages.

 Note: Sales Margin Limit setup is in Costing Configuration.

Deselecting this checkbox prevents users from being able to save orders that do not meet the specified sales margin.

 

Order Entry: View Deleted Workorders

Selecting this checkbox allows a user from this group to view deleted workorders on the Quote/Workorder Finder.

Deselecting this checkbox removes Deleted from the Type field drop-down menu on the Quote/Workorder Finder.

 

Order Entry: View Margin on Order

Selecting this checkbox allows a user from this group to view the cast, sales total, margin, and margin %.

 Note: Sales Margin Limit setup is in Costing Configuration.

Deselecting this checkbox prevents users from being able to view sales margins.

 

Personal Settings: Change Color Themes

Selecting this checkbox allows a user from this group to change the color setting in the Configuration Settings.

Deselecting this checkbox prevents users from being able to change the color settings.

 

Pricing: Alternate Auto Glass Price Lists

Selecting this checkbox allows a user from this group to access the Alternate Autoglass Price Lists window.

Deselecting this checkbox grays out or turns off the NAGS Alternate Price Lists option from the NAGS menu.

 

Pricing: Bulk Product Price Change

Selecting this checkbox allows users from this user group to make changes to bulk product price settings.

Deselecting this checkbox grays out or turns off the Bulk Product Price Changes menu option, denying users from this user group access.

 

Pricing: Net Price List Warnings

Selecting this checkbox allows a user from this user group access to the net price list warning settings.

Deselecting this checkbox grays out or turns off the NAGS Net Pricelist Warning option from the NAGS menu..

 

Printing: Bulk Printing

Selecting this checkbox allows a user from this user group access to the Bulk Printer settings.

Deselecting this checkbox grays out or turns off the Bulk Order Printing option from the Orders menu.

 

Products: Bulk Miscellaneous Parts Import

Selecting this checkbox allows a user from this user group access to the Bulk Miscellaneous Parts Import settings.

Deselecting this checkbox grays out or turns off the Bulk Miscellaneous Parts Import option from the Products menu.

 

Purchasing: Allow Overide of PO Minimums

Selecting this checkbox allows a user from this user group ability to override the PO minimum.

Deselecting this checkbox turns off the feature that allows the user to continue to save the PO.

 

Purchasing: Cancel Purchase Orders

Selecting this checkbox allows a user from this user group ability to cancel purchase orders.

Deselecting this checkbox grays out the Cancel PO(s) button from the Purchasing Order Finder window.

 

Purchasing: Change Vendor Preference

Selecting this checkbox allows a user from this user group ability to change vendor priority.

Deselecting this checkbox grays out or turns off the Vendor Preference option from the Purchasing menu.

 

Purchasing: Create Online Order

Selecting this checkbox allows a user from this user group to create online orders.

Deselecting this checkbox grays out or turns off the Online Ordering option from the Purchasing menu and the Quick Order button on the Estimate{F5} tab of orders..

 

Purchasing: Vendor Return Configuration

Selecting this checkbox allows users from this user group to edit the Vendor Return Configuration window.

Deselecting this checkbox grays out the Vendor Return Configuration option from the Purchasing menu, denying users from this user group access.

 

Scheduler: Change Schedule Capacity

Selecting this checkbox allows users from this user group to edit the Capacity fields on the Daily Scheduler.

Deselecting this checkbox grays out the Capacity fields on the Daily Scheduler so that they cannot be edited, denying users from this user group access.

 

Scheduler: Change Scheduler to Match Current Order

—Selecting this checkbox ensures that the details in the Daily Scheduler window change to match the branch and date of the order being viewed.

Deselecting this checkbox returns the Daily Scheduler to the default. It will display information according to the branch and date logged into and will not self-adjust to match any orders being viewed.

 

Scheduler: Edit Note Value for Day, Branch, and Install Type

—Selecting this checkbox ensures that the Notes: for the InShop and Mobile type are able to be edited in the Daily Scheduler window.

 Deselecting this checkbox does not allow this user group to edit the Notes: for the InShop and Mobile types in the Daily Scheduler window.

 

 

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