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Page Revision: 06/26/2018 01:12 PM

Table of Contents [Hide/Show]    Security Levels       Security Level - 1       Security Level - 2       Security Level - 3       Security Level - 4       Security Level - 5       Security Level - 6

Security Levels¶

There are two ways to grant users access to functions in ComCept. You can either set the user's Security Level or you can grant them a Permission through one of your many Security Groups. Security levels are explained here.

When ComCept .Net was first built, users were assigned a Security Level. Simply put, higher Security Levels allowed access to more functions. For example, anyone at Security Level 1 could view and create invoices, where Security Level 3 users could create Purchase Orders, in addition to all the invoice-related access. This is because every Security Level automatically has access to the functions in a lower Security Level. For example, Security Level 2 gave users all the access that was granted at Security Level 1. Security Level 3 granted access to all functions granted at levels 1 and 2, and so on.





Here is a list of Security Levels and the functions to which they allow access:

Security Level - 1¶

• Can invoice, change the item description, change shipping details (can't change "Net" price or view the "Details").
• Search Menu: can perform all searches.
• Actions Menu: Can "Make a Payment", "Save Invoice", "Print Invoice", "Print and Create New", "Search Location Inventory".
  

Security Level - 2¶

• Includes Security Level 1.
• Additional Actions Menu Options: Can "Create Credit Memo".
  

Security Level - 3¶

• Includes Security Level 2.
• Can modify the Net Price.
• Can pull up the "Details" Window. Invoice Screen: Additional Actions Menu Options: Can "Go to Order", "Create PO", "Void Invoice", "List Shipments", "Break Case"
• Invoice Shipments Screen
• Quotes Screen
• Work Orders Screen
• Credits and Refunds
• Statements Screen
• Create PO/Xfer Screen
• Receive PO/Xfer Screen
  

Security Level - 4¶

• Includes Security Level 3
• Can change Locations
• Master Inventory Screen
• Local Inventory Screen
• Bins Screen
• Categories Screen
• Pricing Profiles Screen
• Reports Screen
• Adjust Transfers Screen
• Vendors Screen
• Manufacturers Screen
  

Security Level - 5¶

• Includes Security Level 4
• Invoice Screen: Additional Actions Menu Options: Can "Recurring Billing", "Write Off Invoice"
• Taxes
• Terms Codes
• Receive Payments
• Recurring Billing
• Customers
  

Security Level - 6¶

• Includes Security Level 5
• Store Locations
• Employees
• Data Maintenance
• G/L Accounts