User Permissions

Below is a list of all user permissions you can assign to users.

Firm Admin: This user has access to perform administrative tasks on the account. (Access the settings in the Setup menu). This give the user super user access. He/She can assign permissions to any user account including his/her own account. Assign only if you are sure .

User Admin: This user can manage user list . User can only access Setup area if the permission of Firm Admin is given.

Accounts Payable: This user can access all the account payable functions (the Bills menu)

Accounts Receivable Full Access: This user can access accounts receivable area (invoices, customers, invoice payments etc) and make changes.

Accounts Receivable Read Only: This user can access accounts receivable area (invoices, customers, invoice payments etc) in a read only mode.

BOM: User can access Bills of Material and perform builds.

Bill Entry: User can enter bills and see a list of past bills but not make payments.

CRM: User can access CRM related features. Enter Cases, Enter Communication notes.

Cheque Printing: User can print checks. User must also have Accounts Payable Access.

Custom Reports: User can create new custom reports in Reports Menu. User does not need permission to see custom reports created by other users.

Edit Transactions Being Approved: User can edit transactions that are being approved (if using the workflow approval feature)

Financial Reports: User can run financial reports. Must also have Reports permission.

GL Posting: User can see link to GL transactions in various pages and Access GL functions. Access menu items under General Ledger: Cash Accounts, List Transactions, Misc Payments, Reconciliation, Fixed Assets. To be able to post New GL transaction, user would need the permission 'Manual GL Transactions'.

GL Setup: User can access General Ledger menu and modify chart of accounts, report groups, dimensions and dimension assignments. 

Getting Started: User can access getting started area to import/export data.

Imports and Exports: User can access getting import and exports area to import/export data.

Inventory Control Full Access: User can access the products menu and perform all tasks.

Inventory Control Read Only: User can view products and their inventory data but not make any changes.

Invoice Entry: User can create invoices. User should also be given Accounts Receivable Read Only access in order to see customer lists.

Manual GL Transactions: User can new Accounting transactions that will be posted to the General Ledger. Access Menu Item Under General Ledger: List Accounting Transactions, Misc Payments, New G/L Entry

Project Costing: User can access Projects area.

Purchasing: User can create and access purchase orders.

RMA: User can create and access RMA orders.

Receiving: User can post shipment receipts on purchase orders.

Reports: User can run reports (excluding Financial Reports)

Sales: User can create sales orders and quotes. But not invoices.

Sales Commissions: User can access sales commission setup and run related reports.

Shipping: User can post shipment on sales orders.

Workflow Approval: User can set up approvals for different transactions if you have the workflow approval module subscribed.

Switching Internal Organizations: If you are in a multi-entity setup, this allow the user to switch between the different entities.