INTRODUCTION
New Admin User Roles and Restrictions
You can now create admin roles with restricted access to certain functionality that is not relevant for their role.
The menu options that can be restricted are
1. User Management
2. Invoicing
3. Admin
4. Reports
You can restrict access to any or all of the above menu options by unchecking the options you do not want your specified user to access.
1. By un-checking “User Management”, the specified admin user will not have access to functionality normally found under menu option ADMIN > USERS.
This prevents the specified admin user from controlling access right for themselves or for other users.
2. By un-checking “Invoicing”, the specified admin user will not have access to functionality normally found under menu option INVOICING.
This prevents the specified admin user from accessing bulk invoicing functionality and invoice related reports.
3. By un-checking “Admin”, the specified admin user will not have access to functionality normally found under menu option ADMIN.
This prevents the specified admin user from accessing any functionality normally associated with the configuration and setup of the system including the setup of services, pricing and compensation.
4. By un-checking “Reports”, the specified admin user will not have access to functionality normally found under menu option REPORTS.
This prevents the specified admin user from accessing any standard system reports.
Click on the presentation for more information.