USER ROLE


A

Ajoka

I do not want my sales people see the buying prices of products they should
be able to see only selling prices how can I set it ?
 
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C

Chris Schatte

Hi Ajoka,
In SBA sp2 these are the roles available:
Owner has limited access to all product features. An owner cannot create a
new company, install Small Business Accounting, manage user roles, install
add-ins, create or import an accountant's backup copy, set up access for
multiple users, or use any of the Data Utilities commands on the File menu,
unless he or she is an administrator on the computer running Small Business
Accounting.

Office Manager is responsible for managing the day-to-day financial records
of the company, including customer transactions, vendor transactions, banking
transactions, and payroll. The Office Manager role has full access to most
product areas but cannot set up the company, manage user roles, install
add-ins, create or import an accountant's backup copy, set up access for
multiple users, use any of the Data Utilities commands on the File menu,
import data, or open a closed fiscal year.

Accountant is responsible for reviewing, updating, and managing the
financial data of the company. The Accountant role has all of the permissions
of the Office Manager role and can open a closed fiscal year.

Salesperson is responsible for handling customer transactions and most
vendor transactions. The Salesperson role cannot carry out any banking,
accounting (such as journal entries), or payroll transactions.

Read-only User can view customer and vendor transaction information but
cannot add, delete, or update any information.
 
A

Allan Martin

Ajoka said:
I do not want my sales people see the buying prices of products they
should
be able to see only selling prices how can I set it ?
You can't.
 
A

Ajoka

Hi Chris,
Thanks for your help, actually my answer can not be found in your reply. you
just sent me the Help file which I read about 100 times to understand but I
could not change the user role as I like, only the defult I have to use.
Is it possible in any case that I can chanege the "Sales person's role " I
do not wish my sales people see the buying transections as they will know how
much company is earning besides a lot of sales pesson will open their own
company if they know the suppliers contacts as they have the access to
customer contact and as wel as supplier contact what else they need to open
company.
in big company these means nothing but fos small companies these data is
very important to protect.
Pls. guide me if any other microsoft small business products that can set
user role manually not by defult decided by the microsoft.
 
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C

Chris Schatte

Ajoka,
Yes that was the help file for SBA sp2 and it is current functions for users
and roles. Hopefully there will be some changes where it is more customizable
in the future. To date you would need to limit who has access to your db.
 

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