Security Levels

Modified on 09/27/2018 02:27 PM by Sharon Duckett — Categorized as: Documentation, Private, Public, Support

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   Phasing Out of Security Levels
   Security Levels
      Security Level - 1
      Security Level - 2
      Security Level - 3
      Security Level - 4
      Security Level - 5
      Security Level - 6

Security Levels have been retired.

ComCept .Net has moved to total role-based security system where you have more granular control over user access.

Please read through the full overview:

Security Changes 2018 - Phase I

Security Changes 2018 - Phase II

Phasing Out of Security Levels¶

In 2018, ComCept .Net began phasing out security levels. Levels 1-3 were phased out in June 2018. Levels 4-6 were phased out in September 2018.

See cross reference of Security Levels 1-3 and the individual security permissions that support them here.

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.

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