Setting User Securities in Admin

Modified on Wed, 10 Aug, 2022 at 1:15 PM

Outlines user access and permissions, how to restrict users from certain reports etc.


1. Log into Admin



2. Select the Company and input Login Name and Password



3.Go to Users tab on the header as shown below



4.Click on User Security



5. Enter the User Login Password



6. For each of the user, you can set up user security access on Operations tab. As you navigate to each user, you will see what access they have, tick or untick to allow them the access.




7. If you need to restrict users from allowing to view any reports, this can be done under accounts tab, you can tick oy untick to allow them access.


NOTE: Make sure Department Lock, Division Lock, Multiple Pickup/Delivery Address Only and Admin Login are not ticked. If you also don't want users to access or change GL accounts, please untick these as well.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article