Maintenance Security Follow

Group Maintenance: Maintenance Security Grid

Use the Maintenance Security Grid to permit or deny certain user groups access and privileges to various maintenance, setup, or tool areas via menu options or finders.

·            Selecting a security option checkbox allows access (default setting) to user groups. To check every box on the grid, click the Set All button.

·            Deselecting a security option checkbox denies access to user groups by graying out or turning off specific areas of the system (menu options, finder options, window options, etc.). To remove all checkmarks, click the Clear All button.

When finished, click the Save Changes button and re-log on for save to take effect.

Maintenance Security details

Click on the green underlined text to see details explaining the relationship between the security options (columns) and the associated security area (rows) menu options, finders, and records that are affected.

 

Security Area Primary Area Affected Security Options

Accounting

  •  Special Line Account Codes
  • GlasPacLX GL Codes
  •  Payment Terms
  •  Microsoft Dynamics GP
  •  Start Accounting Integration Program

Use option
Checked When selected, the Use option allows this user group access to the Accounting menu.

Unchecked Deselecting the Use option turns off the Accounting menu on the GlasPacLX menu bar, denying this user group access to the accounting areas mentioned above.

Note: Use is the only maintenance security option that affects the Accounting Sync application.

Open option
The Open option does not apply to the Accounting section.

Print option
This Print option does not apply to the Accounting section.

Save option
Checked When selected, the Save option allows users to view and save changes to the corresponding accounting window.

Unchecked Deselecting this option turns off the Save button on the Special Line Account Codes window, ensuring that this user group cannot make changes to the special line account codes.

Note: This option does not affect either the GL Account window or the GlasPacLX Accounting Integration application.

Delete option
Checked When selected, the Delete option allows user groups to delete existing GL Account IDs from the GL Account maintenance window.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option off the Delete Item button in the GL Account maintenance window, ensuring that this user group cannot delete any GL Account IDs.

 

Branch Maintenance

Use option
Checked When selected, the Use option allows this user group access to the Branch Finder.

Unchecked Deselecting the Use option turns off the Branch Setup option located under Company on the GlasPacLX menu bar, denying this user group access to the Branch Finder and the Branch window.

Open option
Checked When selected, the Open option allows this user group access to the Branch window, where highly sensitive data concerning the maintenance of new and existing branches is controlled.

Unchecked Deselecting this option turns off the Edit Branch button in the Branch Finder. This ensures that this user group cannot view or alter any existing information in the Branch window.

Note: This does not prevent this user groups from adding new branches, but editing the new input will not be permitted. In addition, if the Delete option is not also deselected, a user group will still be permitted to delete existing branches.

Print option
Checked When selected, the Print option allows this user group to print the Branch Finder list.

Unchecked Deselecting this option turns off the Print List button on the Branch Finder. This ensures that this user group cannot print the list of branches displayed on the Branch Finder.

Note: Deselecting this option does not prevent user groups from adding, editing, or deleting branches.

Save option
Checked When selected, the Save option allows this user group to view and save changes to the Branch (Setup) window.

Unchecked Deselecting this option turns off the Save button in the Branch (Setup) window.

Delete option
Checked When selected, the Delete option allows this user group to delete existing branches directly from the Branch Finder list.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Delete button on the Branch Finder. This ensures that this user group cannot delete any of the branches displayed in the Branch Finder.

 

 

Branch Service Area

Use option
Checked When selected the Use option allows this user group to access the Zip Code Associations window.

Unchecked Deselecting the Use option turns off the Branch Service Area option under the Company menu.

Open option
The Open option does not apply to the Branch Service Area section.

Print option
The Print option does not apply to the Branch Service Area section.

Save option
Checked When selected, the Save option allows users to save changes to the Zip Code Associations settings.

Unchecked Deselecting this option turns off or grays out the Save button on the Zip Code Associations window.

Delete option
The Delete option does not apply to the Branch Service Area section.

 

Branch/App Settings

Use option
The Use option does not apply to the Branch/App Settings section.

Open option
Checked When selected, the Open option allows users to view and change the General Branch Settings and General Application Settings configuration details on the Configuration Settings window.

Unchecked Deselecting this option prevents users from viewing and changing the General Branch Settings and General Application Settings configuration details in the Configuration Settings window, displaying the following message: ‘You do not have permission to view this item.’

Note: deselecting the Open options from both Branch/App Settings and Personal Settings will disable the Settings option from the Company menu on the GlasPacLX menu.

Print option
The Print option does not apply to the Branch/App Settings section.

Save option
Checked When selected, the Save option allows users to view and change configuration details in the Configuration Settings window.

Unchecked Deselecting this option turns off the Save button in the Configuration Settings window. This ensures that this user group cannot alter any critical configuration data.

Delete option
The Delete option does not apply to the Configuration Settings section. 

 

Contract Job

Use option
Checked When selected the Use option allows this user group to access the contract job features.

Unchecked Deselecting the Use option turns off/ grays out the Open Contract Job option and the New Contract Job option under the Contract menu.

Open option
Checked When selected, the Open option allows this user group access to individual contract jobs in the Contract Job Finder.

Unchecked Deselecting this option turns off/ grays out Select Contract Job button on the Contract Job Finder.

Print option
Checked When selected, the Print option allows this user group to print the list in the Contract Job Finder.

Unchecked Deselecting this option turns off/ grays out the Print List button on the Contract Job Finder.

Save option
Checked When selected, the Save option allows users to view and save changes to individual contract jobs.

Unchecked Deselecting this option turns off/ grays out the Create Change Order, Delete Document, Open Document, Create Associated Order(s), Edit Notes, and Save buttons in the Contract Job window.

Delete option
Checked When selected, the Delete option allows users to delete existing contract jobs from the Contract Job Finder.

Unchecked Deselecting this option turns off/grays out the Delete Contract Job(s) button on the Contract Job Finder.

 

Custom Fields

Use option
Checked When selected, the Use option allows this user group to access the Custom Fields Maintenance window where information fields can be added and maintained using custom naming conventions. These fields are displayed on the General Info {F8} window during order entry.

Unchecked Deselecting the Use option turns off the Custom Fields option located under the Company menu on the GlasPacLX menu bar.

Open option
Checked When selected, the Open option allows this user group access to the Custom Fields Maintenance window.

Unchecked Deselecting this option turns off the Save button on the Custom Field Maintenance window.

Print option
The Print option does not apply to Custom Fields section.

Save Option
Checked When selected, the Save option allows users to view and save changes to the Custom Field Maintenance window.

Unchecked Deselecting this option turns off the Save button on the Custom Field Maintenance window, ensuring that this user group cannot save changes to custom fields.

Delete option
Checked When selected, the Delete option allows users to delete text from the existing custom fields in the Custom Field Maintenance window.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Save button on the Custom Field Maintenance window, ensuring that even if this user group tries to delete the text from each field, the deletions will not be saved; the next time the window is opened it will revert to its original appearance.

 

 

Customers/ Customer Maintenance

Agents/ Insurance Maintenance

Insurance Agent Maintenance

Customer Types

Use option
Checked When selected, the Use option allows this user group to access the customer finders: Customer Finder, Insurance Company Finder, Insurance Agent Finder, and Customer Type.

Unchecked Deselecting the Use option turns off the customer finders which are located under the Customers menu on the GlasPacLX menu bar.

Open option
Checked When selected, the Open option allows this user group access to the various customer maintenance windows: Customer Maintenance, Insurance Company Maintenance, Insurance Agent Maintenance, and Customer Type.

Unchecked Deselecting this option turns off the Edit ________ button on the corresponding finder, ensuring that this user group cannot view or alter any existing customer information.

Note: This does not prevent this user groups from adding new customers and agents, but editing the new input will not be permitted. In addition, if the Delete option remains selected, a user group will still be permitted to delete existing customers and agents.

Print option
Checked When selected, the Print List option allows users to print the corresponding customer finder list.

Unchecked Deselecting this option turns off the Print List button on the corresponding finder, ensuring that this user group cannot print the customer list displayed on the finder.

Note: Deselecting this option does not prevent user groups from adding, editing, or deleting customers.

Save Option
Checked When selected, the Save option allows users to view and save changes to the corresponding customer maintenance window.

Unchecked Deselecting this option turns off the Save button on the corresponding customer maintenance window, ensuring that this user group cannot save changes to customer data.

Note: The Save option only affects the maintenance window, not the finder.

Delete option
Checked When selected, the Delete ________ option allows users to delete existing customers from the finder list.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Delete________ button on the corresponding finders, ensuring that this user group cannot delete any of the IC Items.

 

 

Discount Maintenance

Use option
Checked When selected the Use option allows this user group to access the Discounts Finder and Discount Product Type maintenance windows.

Unchecked Deselecting the Use option turns off the Discount Maintenance option located under Customers on the GlasPacLX menu bar, denying this user group access to the Discount Finder, Discount Maintenance, and Discount Product Type windows.

Open option
Checked When selected, the Open option allows this user group access to the Discounts Maintenance window, where the various discounts attached to a customer, agent, or insurance company during the creation of an order are created and maintained.

Unchecked Deselecting this option turns off the Edit Discount button on the Discounts Finder. This ensures that this user group cannot view or alter any existing discount information in the Discount Maintenance window.

Note: This does not prevent this user group from adding new discounts, but editing the new input will not be permitted. In addition, if the Delete option remains selected, a user group will still be permitted to delete existing discounts.

Print option
Checked When selected, the Print option allows users to print the Discounts Finder list.

Unchecked Deselecting this option turns off the Print List button on the Discounts Finder. This ensures that this user group cannot print the list of discounts displayed on the Discounts Finder.

Note: Deselecting this option does not prevent user groups from adding, editing, or deleting discounts.

Save option
Checked When selected, the Save option allows users to view and save changes in the Discount Maintenance window.

Unchecked Deselecting this option turns off the Save button in the Discount Maintenance window. This ensures that this user group cannot save changes to data on the Discount Maintenance window.

Note: The Save option only affects the Discount Product Type window, not the Discounts Finder.

Delete option
Checked When selected, the Delete option allows users to delete existing users directly from the Discount Finder list.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Delete button on the Discount Finder.

 

 

Employees

Use option
Checked When selected the Use option allows this user group to access to the Employee Finder.

Unchecked Deselecting the Use option turns off the Employees option, located under the Company menu on the GlasPacLX menu bar, denying access to the Employee Finder and the Employee Maintenance window.

Open option
Checked When selected, the Open option allows this user group access to the Employee Maintenance window, where employee records are stored and maintained.

Unchecked Deselecting this option turns off the Edit Employee button on the Employee Finder, ensuring that this user group cannot view or alter any existing employee information.

Note: This does not prevent this user group from adding new employees, but editing the new input will not be permitted. In addition, if the Delete option remains selected, a user group will still be permitted to delete existing employees.

Print option
Checked When selected, the Print option allows users to print the Employee Finder list.

Unchecked Deselecting this option turns off the Print List button on the Employee Finder, ensuring that this user group cannot print the employee list displayed on the finder.

Note: Deselecting this option does not prevent the user group from adding, editing, or deleting employees.

Save option
Checked When selected, the Save option allows users to view and save changes in the Employee Maintenance window.

Unchecked Deselecting this option turns off the Save button in the Employee Maintenance window, ensuring that this user group cannot save changes to employee data.

Note: The Save option only affects the maintenance window, not the finder.

Delete option
Checked When selected, the Delete option allows users to delete existing employees from the finder list.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Delete Employee(s) button on the Employee Finder, ensuring that this user group cannot delete any of the employee data.

 

IC Configuration

Use option
Checked When selected, the Use option allows this user group to access the Inventory Control Configurations window, where the default settings and NAGS auto-tracking specifications for certain inventory items are configured and maintained.

Unchecked Deselecting the Use option turns off the IC Configuration option located under the Inventory menu on the GlasPacLX menu bar.

Open option
The Open option does not apply to the IC Configuration section.

Print option
The Print option does not apply to the IC Configuration section.

Save option
Checked When selected, the Save option allows users to view and change configuration details on the Inventory Control Configuration window.

Unchecked Deselecting this option turns off the Save button on the Inventory Control Configuration window.

Delete option
The Delete option does not apply to the IC Configuration section.

 

 

IC Item Maintenance

Use option
Checked When selected the Use option allows this user group to access to the Inventory Finder.

Unchecked Deselecting the Use option turns off the IC Item Maintenance option under the Inventory menu on the GlasPacLX menu bar.

Open option
Checked When selected, the Open option allows this user group access existing IC item data and/or add new IC items.

Unchecked Deselecting this option turns off the Edit IC Item button on the Inventory Finder.

Note: This does not prevent this user groups from adding new IC Items, but editing the new input will still not be permitted. In addition, if the Delete option remained selected, a user group will still be permitted to delete existing IC Items.

Print option
Checked When selected, the Print List option allows users to print the Inventory Finder list.

Unchecked Deselecting this option turns off the Print List button on the Inventory Finder, ensuring that this user group cannot print the IC Item list.

Note: Deselecting this option does not prevent user groups from adding, editing, or deleting IC Items.

Save option
Checked When selected, the Save option allows users to view and save changes the IC Item Maintenance: Edit window.

Unchecked Deselecting this option turns off the Save button on the IC Item Maintenance: Edit window, ensuring that this user group cannot save changes to IC items.

Note: The Save option only affects the IC Item Maintenance: Edit window, not the Inventory Finder.

Delete Option
Checked When selected, the Delete option allows users to delete existing IC items from the Inventory Finder list.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Delete IC Item(s) button on the Inventory Finder, ensuring that this user group cannot delete any of the IC Items.

 

 

IC Location

Use option
Checked When selected the Use option allows this user group to access to the IC Location Finder.

Unchecked Deselecting the Use option turns off the IC Location Maintenance option under the Inventory menu on the GlasPacLX menu bar.

Open option
Checked When selected, the Open option allows this user group access to the IC Location Maintenance: Edit window, where location IDs that identify physical inventory storage areas are maintained.

Unchecked Deselecting this option turns off the Edit Location button on the IC Location Finder, ensuring that this user group cannot view or alter any existing location information.

Note: This does not prevent this user groups from adding new IC locations, but editing the new input will not be permitted. In addition, if the Delete option remains selected, a user group will still be permitted to delete existing locations.

Print option
Checked When selected, the Print option allows users to print the corresponding IC Location Finder list.

Unchecked Deselecting this option turns off the Print List button on the corresponding lookup finder, ensuring that this user group cannot print the list displayed on the finder.

Note: Deselecting this option does not prevent user groups from adding, editing, or deleting IC locations.

Save option
Checked When selected, the Save option allows users to view and save changes to the IC Location Maintenance: Edit window.

Unchecked Deselecting this option turns off the Save button on the IC Location Maintenance: Edit window, ensuring that this user group cannot save changes to location data.

Note: The Save option only affects the maintenance window, not the finder.

Delete option
Checked When selected, the Delete option allows users to delete existing IC locations from the finder list.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Delete Location(s) button on the Location Finder, ensuring that this user group cannot delete any of the IC Locations.

 

Invoices & Cash Sales

Use option
Checked When selected, the Use option allows access to the Invoice/Cash Sale/Refund Finder, where this user group can view or delete existing cash sales, invoices, or refunds.

Unchecked Deselecting the Use option turns off the Open Invoices/Cash Sales/Refunds option located under Orders on the GlasPacLX menu bar.

Open option
Checked When selected, the Open option allows this user group viewing rights to existing invoices, cash sales, and refunds listed in the Invoice/Cash Sale/Refund Finder.

Unchecked Deselecting this option turns off the Select Order button on the Invoice/Cash Sale/Refund Finder. This ensures that this user group cannot view any existing invoices, cash sales, or refunds.

Note: This does not prevent this user groups from adding new invoices, cash sales, or refunds, but editing the new input will still not be permitted. In addition, if the Delete Order(s), option remains selected, a user group will still be permitted to delete existing invoices, cash sales, or refunds.

Print option
Checked When selected, the Print option allows this user group to print the Invoice/Cash Sale/Refund Finder list.

Unchecked Deselecting this option turns off the Print List button on the Invoice/Cash Sale/Refund Finder.

Note: Deselecting this option does not prevent user groups from adding or deleting invoices, cash sales, or refunds.

Save Option
Checked When selected, the Save option allows this user group to save an invoice, cash sale, or refund.

Unchecked Deselecting this option grays out the Print and Save button on the Save/Print tab of the order.

 

Delete option
Checked When selected, the Delete option allows this user group to delete cash sales, invoices, or refunds directly from the Invoice/Cash Sale/Refund Finder list.

Attention! This access type should be granted very selectively. Once deleted, this order cannot be retrieved and will have to be re-entered as a new order from scratch.

Unchecked Deselecting this option turns off the Delete Order(s) button on the Invoice/Cash Sale/Refund Finder.

 

 

Job Area Maintenance

 

Lists 

  •  Zip Codes
  • Advertising Codes
  •  Telephone Types
  •  States
  •  Ship Via
  •  Trademarks
  •  Adhesive Manufacturers
  •  EDI Actions
  •  Contract Categories
  •  Contract Work Types
  •  Refund Reasons
  •  Warranty Reasons
  •  Cause of Loss Reasons
  •  Waived Deductible Reasons
  •  Unrepairable Reasons
  •  Adjustment Reasons
  •  Vendor Return Reasons

Use option
Checked When selected, the Use option allows this user group access to all of the user list options under the Lists menu in GlasPacLX.

Unchecked Deselecting the Use option turns off the Lists menu on the GlasPacLX menu bar, denying this user group access.

Open option
The Open option does not apply to the Lists section.

Print option
The Print option does not apply to the Lists section.

Save option
Checked When selected, the Save option allows users to view and save changes to any of the user list maintenance windows.

Unchecked Deselecting this option turns off the Save button on any of the user list maintenance windows, ensuring that this user group cannot save changes to any of the user lists.

Delete option
Checked When selected, the Delete option allows users to delete existing items directly from any of the user lists.

Attention! This access type should be granted very selectively. Once deleted, these items cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Delete Item button on the user list maintenance windows, ensuring that this user group cannot delete any user list items.

 

 

LX Mobile Account Maintenance

 

NAGS Alternate Interchange List

Use option
Checked When selected the Use option allows this user group to access the NAGS Alternate Interchange List window.

Unchecked Deselecting the Use option turns off/ grays out the NAGS Alternate Interchange List option under the NAGS menu.

Open option
The Open option does not apply to the NAGS Alternate Interchange List window.

Print option
The Print option does not apply to the NAGS Alternate Interchange List window.

Save option
Checked When selected, the Save option allows users to view and save changes to the NAGS Alternate Interchange List window.

Unchecked Deselecting this option turns off/ grays out the Save buttons on the NAGS Alternate Interchange List window.

Delete Option
Checked When selected, the Delete option allows users to delete item lines on the NAGS Alternate Interchange List window.

Unchecked Deselecting this option turns off/grays out the Delete button on the NAGS Alternate Interchange List window.

 

 

NAGS Prefix Settings

Use option
Checked When selected the Use option allows this user group to access the NAGS Prefix Settings window (NAGS>NAGS Prefix Settings), where various NAGS groups are assigned to different discount product types, tax product types, and general ledger accounts for discounting, accounting, and tax purposes.

Unchecked Deselecting the Use option denies this user group access, by turning off the NAGS Prefix Settings option located under the NAGS menu on the GlasPacLX menu bar.

Open option
The Open option does not apply to the NAGS Prefixes section.

Print option
The Print option does not apply to the NAGS Prefixes section.

Save Option
Checked When selected, the Save option allows users to view and save changes to the NAGS Prefix Settings window.

Unchecked Deselecting this option turns off the Save button on the NAGS Prefix Settings window, ensuring that this user group cannot save changes to the NAGS Prefix Settings.

Delete option
The Delete option does not apply to the NAGS Prefixes section.

 

 

NAGS User Notes

Use option
Checked When selected the Use option allows this user group to access the NAGS Note Finder(NAGS>NAGS User Notes).

Unchecked Deselecting the Use option turns off/ grays out the NAGS User Notes option under the NAGS menu.

Open option
Checked When selected the Open option allows this user group to access individual NAGS User Notes.

Unchecked Deselecting the Use option turns off/ grays out the Edit Note button on the NAGS Note Finder.

Print option
Checked When selected, the Print option allows this user group to print the list in the NAGS Note Finder.

Unchecked Deselecting this option turns off/ grays out the Print List button on the NAGS Note Finder.

Save option
Checked When selected, the Save option allows users to view and save changes to individual NAGS User Notes.

Unchecked Deselecting this option turns off/ grays out the Save buttons on the NAGS User Note window.

Delete option
Checked When selected, the Delete option allows users to delete individual notes in the NAGS Note Finder.

Unchecked Deselecting this option turns off/grays out the Delete Note(s) button on the NAGS Note Finder.

 

 

Order Notes

Use option
Checked When selected, the Use option allows this user group to access the Notes window, which is used to attach messages directly to specific orders via the order entry form itself.

Unchecked Deselecting the Use option turns off the Edit Notes button on an open order..

Open option
Checked When selected, the Open option allows this user group access to the note(s) attached to an order.

Unchecked Deselecting this option turns off the Edit Notes button on an order, ensuring that this user group cannot view or alter any existing order notes.

Print option
Checked When selected, the Print option allows this user group to select the specific note(s), from the Notes window, that they want printed on the order.

Unchecked Deselecting this option turns off the checkboxes under the Print column, ensuring that this user group cannot print the note(s) on the order.

Save option
Checked When selected, the Save option allows users to view and save changes to the notes in the Notes window.

Unchecked Deselecting this option turns off the Popup Notes checkbox, the Add Stored Note and the Delete Note(s) buttons, plus grays out the entire grid on the Notes window, ensuring that this user group cannot save changes to any notes associated with this order.

Delete option
Checked When selected, the Delete option allows users to delete existing notes from the Notes window.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Delete Note(s) button on the Notes window, ensuring that this user group cannot delete any of the notes.

 

Part Vendor Override

Use Option
Checked When selected, the Use option allows this user group to access the Part Vendor Override window.

Unchecked Deselecting the Use option turns off/ grays out the Part Vendor Override option under the Purchasing menu.

Open Option
The Open option does not apply to the Part Vendor Override window.

Print Option
The Print option does not apply to the Part Vendor Override window.

Save Option
Checked When selected, the Save option allows users to view and save changes to the Part Vendor Override window.

Unchecked Deselecting this option turns off/ grays out the Save buttons on the Part Vendor Override window.

Delete Option
The Delete option does not apply to the Part Vendor Override window.

 

 

Personal Settings

Use option
The Use option does not apply to the Personal Settings section

Open option
Checked When selected, the Open option allows users to view and change the Personal Settings configuration details on the Configuration Settings window.

Unchecked Deselecting this option prevents users from viewing and changing the Personal Settings configuration details on the Configuration Settings window, displaying the following message: ‘You do not have permission to view this item.’

Note: Deselecting the Open options from both Branch/App Settings and Personal Settings disables the Settings option from the Company menu on the GlasPacLX menu bar.

Print option
The Print option does not apply to the Configuration Settings section.

Save option
Checked When selected, the Save option allows users to view and change configuration details on the Configuration Settings window.

Unchecked Deselecting this option turns off the Save button on the Configuration Settings window. This ensures that this user group cannot alter any critical configuration data.

Delete option
The Delete option does not apply to the Configuration Settings section

 

Products 

  • Flat Glass
  •  Fabrications
  •  Options
  •  Miscellaneous Parts
  •  Auto Labor
  •  Labor
  •  Product Categories
  •  Product Price Lists
  •  Bulk Product Price Changes
  •  Bulk Miscellaneous Parts Import
  •  Flat Glass Thicknesses
  •  Size Categories
  •  Product Sizes

Use option
Checked When selected, the Use option allows this user group to access the product and service finders listed in the Product menu.

Note: Changes to product and service details may also affect associated discounts, pricing, and taxes.

Unchecked Deselecting the Use option turns off the Products menu on the GlasPacLX menu bar, denying access to the areas mentioned above.

Open option
Checked When selected, the Open option allows this user group access to product or service maintenance windows, where details concerning the various products and services are maintained.

Unchecked Deselecting this option turns off the Edit (product) button on the corresponding finder. This ensures that this user group cannot view or alter any existing product or service information on corresponding product or service maintenance windows.

Note: This does not prevent this user groups from adding new products and services, but editing the new input will not be permitted. In addition, if the Delete option remains selected, a user group will still be permitted to delete existing products and services.

Print option
Checked When selected, the Print option allows users to print product or service finder lists.

Note: This option does not apply to list maintenance windows (product categories, product price lists, llternate auto glass price lists, net pricelist warnings, bulk product price changes, flat glass thicknesses, size categories, or product sizes).

Unchecked Deselecting this option turns off the Print List button on product or service finders. This ensures that this user group cannot print the list of discounts displayed on product or service finders.

Note: Deselecting this option does not prevent this user group from adding, editing, or deleting products or services.

Save option
Checked When selected, the Save option allows users to view and save changes to product or service maintenance windows and the other list maintenance windows (product categories, product price lists, alternate auto glass price lists, net pricelist warnings, bulk product price changes, flat glass thicknesses, size categories, or product sizes).

Unchecked Deselecting this option turns off the Save button on the product or service maintenance window. This ensures that this user group cannot save changes to data on product or service maintenance windows and list maintenance windows.

Delete option
Checked When selected, the Delete option allows users to delete existing users directly from product or service finder lists and the items from list maintenance windows.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Delete button on product or service finders and items on the list maintenance windows, ensuring that the corresponding data is protected.

 

 

Purchase Order Configuration

Use option
Checked When selected, the Use option allows this user group to access the Purchase Order Configuration window.

Unchecked Deselecting the Use option turns off the Purchase Order Configuration option located under the Purchasing menu on the GlasPacLX menu bar.

Open option
The Open option does not apply to the Purchase Order Configuration section.

Print option
The Print option does not apply to the Purchase Order Configuration section.

Save option
Checked When selected, the Save option allows users to change configuration details in the Purchase Order Configuration window.

Unchecked Deselecting this option turns off the Save button on the Purchase Order Configuration window.

Delete option
The Delete option does not apply to the Purchase Order Configuration section.

 

Purchase Orders

Use option
Checked When selected the Use option allows this user group to access the Purchase Order Finder(Purchasing>Open Purchase Orders).

Unchecked Deselecting the Use option turns off/ grays out the Open Purchase Orders and New Purchase Order options under the Purchasing menu.

Open option
Checked When selected the Open option allows this user group to access individual POs from the Purchase Order Finder.

Unchecked Deselecting the Open option turns off/ grays out the Select PO(s) button on the Purchase Order Finder.

Print option
Checked When selected, the Print option allows this user group to print the list in the Purchase Order Finder.

Unchecked Deselecting this option turns off/ grays out the Print List button on the Purchase Order Finder.

Save option
Checked When selected, the Save option allows users to view and save changes to individual purchase orders.

Unchecked Deselecting this option turns off/ grays out the Delete Item, Place Order, and Save buttons in the Purchase Order Entry window.

Delete option
Checked When selected, the Delete option allows users to delete individual POs on the Purchase Order Finder.

Unchecked Deselecting this option turns off/grays out the Delete PO(s) button on the Purchase Order Finder.

 

 

Scheduler

Use option
Checked When selected, the Use option allows this user group access to the Daily Scheduler window, where this user group can view and update installation schedules.

Unchecked Deselecting the Use option turns off the Daily Scheduler option located under the Orders menu on the GlasPacLX menu bar, as well as the Daily Scheduler icon.

Open option
The Open option is not currently used, but may be used in future functionality.

Print option
Checked When selected, the Print option allows users to print schedules displayed in the Daily Scheduler window.

Unchecked Deselecting this option turns off the Print button on the Daily Scheduler window, ensuring that the install schedules cannot be printed.

Save option
Checked When selected, the Save option allows users to view and change scheduling changes on the Daily Scheduler window by using the Update Data button.

Unchecked Deselecting this option turns off the Update Data button in the Daily Scheduler window. This ensures that this user group cannot reschedule or switch installers.

Delete option
The Delete option is not currently used, but may be used in future functionality.

 

 

Security Groups

Use option
Checked When selected, the Use option allows this user group to access the Group Maintenance window via Company>Security Groups.

Unchecked Deselecting the Use option turns off the Security Groups option under the Company menu.

Open option
Checked When selected, the Open option allows this user group access to the Group Maintenance window.

Unchecked Deselecting this option turns off the Edit Group button on the corresponding Security Group Finder, ensuring that this user group cannot view or alter any existing security group settings.

Note: This does not prevent this user group from adding new security groups, but editing the new input will not be permitted. In addition, if the Delete option remains selected, a user group will still be permitted to delete existing security groups.

Print option
Checked When selected, the Print List option allows users to print the Security Group Finder list.

Unchecked Deselecting this option turns off the Print List button on the lookup finder, ensuring that this user group cannot print the security group list displayed on the finder.

Note: Deselecting this option does not prevent user groups from adding, editing, or deleting customers.

Save option
Checked When selected, the Save option allows users to view and save changes to the Group Maintenance window.

Unchecked Deselecting this option turns off the Save button on the Group Maintenance window, ensuring that this user group cannot save changes to customer data.

Note: The Save option only affects the maintenance window, not the finder.

Delete option
Checked When selected, the Delete Group(s) option allows users to delete existing security groups from the finder list.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Delete Group(s) button on the finders.

 

 

Security Users

Use option
Checked When selected, the Use option allows this user group access to the Security User Finder

Unchecked Deselecting the Use option turns off the Security Users option located under Company on the GlasPacLX menu bar, denying this user group access to the User Finder.

Open option
Checked When selected, the Open option allows this user group access User Maintenance window, where employees are assigned to user groups, which will, in turn, determine the system areas to which they will be allowed and denied access.

Unchecked Deselecting this option turns off the Edit User button on the User Finder. This ensures that this user group cannot view or alter any existing information in the User Maintenance window.

Note: This does not prevent this user group from adding new users, but editing the new input will still not be permitted. In addition, if the Delete option remains selected, a user group will still be permitted to delete existing users.

Print option
Checked When selected, the Print option allows this user group to print the Security User Finder list.

Unchecked Deselecting this option turns off the Print List button on the Security User Finder.

Note: Deselecting this option does not prevent user groups from adding, editing, or deleting users.

Save option
Checked When selected, the Save option allows this user group to view and save changes in the User Maintenance window.

Unchecked Deselecting this option turns off the Save button in the User Maintenance window.

Delete option
Checked When selected, the Delete option allows this user group to delete existing users directly from the Security User Finder list.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Delete button on the Security User Finder.

 

 

Ship to Maintenance

 

Stored Notes

Use option
Checked When selected, the Use option allows this user group access to the Stored Note Finder.

Unchecked Deselecting the Use option turns off the Stored Notes option under the Company menu, denying access to the areas mentioned above.

Open option
Checked When selected the Open option allows this user group to access the Note window, where useful messages that print on orders are created and stored.

Unchecked Deselecting this option turns off the Edit Note button on the Stored Note Finder. This ensures that this user group cannot view or alter any existing stored notes in the Note window.

Note: This does not prevent this user groups from adding new stored notes, but editing the new input will still not be permitted. In addition, if the Delete option remains selected, a user group will still be permitted to delete existing notes.

Print option
Checked When selected, the Print option allows users to print the Stored Note Finder list.

Unchecked Deselecting this option turns off the Print List button on the Stored Note Finder.

Note: Deselecting this option does not prevent user groups from adding, editing, or deleting notes.

Save option
Checked When selected, the Save option allows users to view and save changes to the Note window.

Unchecked Deselecting this option turns off the Save button on the Note window.

Note: The Save option only affects the Note window, not the Stored Note Finder.

Delete option
Checked When selected, the Delete option allows users to delete existing notes directly from the Stored Note Finder list.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Delete Note(s) button on the Stored Note Finder. This ensures that this user group cannot delete any of the stored notes displayed on the Stored Note Finder.

 

 

Taxes

Use option
Checked When selected, the Use option allows this user group access to the Tax Code Finder, Tax

Product Type, Tax Venue, and Tax by Zip Maintenance windows, where critical data concerning the various taxes and the products to which they are assigned are created and maintained.

Unchecked Deselecting the Use option turns off the Tax Maintenance, Tax Product Types, Tax Venues, and Tax by Zip options located under the Company menu on the GlasPacLX menu bar, denying this user group access to the Tax Code Finder, Tax Product Type, Tax Venue, Tax by Zip Maintenance windows.

Open option
Checked When selected, the Open option allows this user group access to the Tax Maintenance

window via the Tax Code Finder.

Unchecked Deselecting this option turns off the Edit Tax Code button on the Tax Code Finder. This ensures

this user group cannot view or alter any existing information in the Tax Maintenance window.

Note: This does not prevent this user groups from adding new taxes, but editing the new input will still not be permitted. In addition, if the Delete option remains selected, a user group will still be permitted to delete existing taxes.

Print option
Checked When selected, the Print option allows users to print the Tax Code Finder list.

Unchecked Deselecting this option turns off the Print List button on the Tax Code Finder. This ensures that this user group cannot print the list of tax codes displayed on the Tax Code Finder. 

Note: Deselecting this option does not prevent user groups from adding, editing, or deleting users.

Save option
Checked When selected, the Save option allows users to view and save changes in the Tax Maintenance window.

Unchecked Deselecting this option turns off the Save button in the Tax Maintenance window. This ensures that this user group cannot save changes to tax data in the Tax Maintenance window.

Note: The Save option only affects the Tax Maintenance window, not the Tax Code Finder, Tax Product Type, Tax Venue, and Tax by Zip Maintenance windows.

Delete option
Checked When selected, the Delete option allows users to delete existing users directly from the Tax Code Finder list.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Delete button on the Tax Code Finder.

 

 

Vendor Maintenance

Use option
Checked When selected the Use option allows this user group to access the Vendor Finder (Purchasing>Vendor Maintenance).

Unchecked Deselecting the Use option turns off the Vendor Maintenance option under the Purchasing menu on the GlasPacLX menu bar.

Open option
Checked When selected, the Open option allows this user group access to the Vendor Maintenance window, where acknowledged vendors are set up and maintained.

Unchecked Deselecting this option turns off the Edit Vendor button on the Vendor Finder, ensuring that this user group cannot view or alter any existing vendor information.

Note: This does not prevent this user group from adding new vendors, but editing the new input will not be permitted. In addition, if the Delete option remains selected, a user group will still be permitted to delete existing vendors.

Print option
Checked When selected, the Print List option allows users to print the Vendor Finder list.

Unchecked Deselecting this option turns off the Print List button on the Vendor Finder, ensuring that this user group cannot print the vendor list displayed on the finder.

Note: Deselecting this option does not prevent user groups from adding, editing, or deleting vendors.

Save option
Checked When selected, the Save option allows users to view and save changes to the Vendor Maintenance window.

Unchecked Deselecting this option turns off the Save button on the Vendor Maintenance window.

Note: The Save option only affects the maintenance window, not the finder.

Delete option
Checked When selected, the Delete Vendor(s) option allows users to delete existing vendors from the finder list.

Attention! This access type should be granted very selectively. Once deleted, records cannot be retrieved and will have to be re-entered manually.

Unchecked Deselecting this option turns off the Delete Vendor(s) button on the finder, ensuring that this user group cannot delete any of the vendors.

 

 

Vendor Returns

Use option
Checked When selected the Use option allows this user group to access the Inventory Return window, Vendor Return Finder, and Vendor Return Configuration.

Unchecked Deselecting the Use option turns off/ grays out the Open Vendor Return, New Vendor Returns, and Vendor Return Configuration options under the Purchasing menu.

Open option
Checked When selected the Open option allows this user group to access individual vendor returns.

Unchecked Deselecting the Use option turns off/ grays out the Select Return(s) button on the Vendor Return Finder.

Print option
Checked When selected, the Print option allows this user group to print the list in the Vendor Return Finder.

Unchecked Deselecting this option turns off/ grays out the Print List button on the Vendor Return Finder.

Save option
Checked When selected, the Save option allows users to view and save changes to individual vendor returns.

Unchecked Deselecting this option turns off/ grays out the Save, Delete Line, and Print and Save buttons as well as the Finalize checkbox.

Delete option
Checked When selected, the Delete option allows users to delete individual vendor returns on the Vendor Return Finder.

Unchecked Deselecting this option turns off/grays out the Delete Return(s) button on the Vendor Return Finder.

 

 

Workorders & Quotes

Use option
Checked When selected, the Use option allows access to the Quote/Workorder Finder, where this user group can access and edit existing quotes and workorders.

Unchecked Deselecting the Use option turns off the Open Quotes/ Workorders menu option located under Orders on the menu bar and also in the Open File icon on the tool bar, denying this user group access to the Quote/Workorder Finder.

Open option
Checked When selected, the Open option allows this user group viewing rights to existing quotes and workorders listed in the Quote/Workorder Finder.

Unchecked Deselecting this option turns off the Select Order button on the Quote/Workorder Finder. This ensures that this user group cannot view any existing quotes or workorders.

Note: This does not prevent this user groups from adding new quotes and workorders, but editing the new input will still not be permitted. In addition, if the Delete option remains selected, a user group will still be permitted to delete existing quotes and workorders.

Print option
Checked When selected, the Print option allows users to print the Quote/Workorder Finder list.

Unchecked Deselecting this option turns off the Print List button on the Quote/Workorder Finder.

Note: Deselecting this option does not prevent user groups from adding or deleting quotes or workorders.

Save option
Checked When selected, the Save option allows users to create, edit, and save quotes and workorders.

Unchecked Deselecting this option turns off the Bill To ID and Discount ID buttons on the Estimate {F5} window, disables entry into fields on the Customer {F6} window and the General Info {F8} of a quote or workorder.

Delete option
Checked When selected, the Delete option allows users to delete existing invoices, cash sales, or refunds directly from the Quote/Workorder Finder list.

Attention! This access type should be granted very selectively. Once deleted, this order cannot be retrieved and will have to be re-entered as a new order from scratch.

Unchecked Deselecting this option turns off the Delete button on the Quote/Workorder Finder.

 

 

 

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