Users are allocated one of nine access levels within 1stBase. Presently the access levels are grouped into one of four groups and it is these groups that determine the level of access the user has to input screens etc.:-
|
Level
|
Type
|
Group
|
Comments
|
|
0
|
Access Denied
|
1
|
User Failed To Login Successfully
|
|
1
|
Readonly
|
2
|
|
|
2
|
Normal
|
3
|
|
|
3
|
Sales
|
3
|
|
|
4
|
Service
|
3
|
|
|
5
|
Sales/Service
|
3
|
|
|
6
|
Sales Administrator
|
4
|
|
|
7
|
Service Administrator
|
4
|
|
|
8
|
System Administrator
|
4
|
|
|
9
|
System Supervisor
|
4
|
|
Each Group has the following access rights:-
1 None - Can only attempt Login or Exit 1stBase.
2 Unable to edit any record. Can view customer related windows.
Cannot access Maintenance menu and can only print customer related reports.
3 Can edit customer related records but cannot delete them.
View only access to Machine Registration and Personnel records.
Cannot access system maintenance functions or Stock.
4 Full access to all system functions.
These are summarised in the following table:-
|
Item
|
Group
1
|
Group
2
|
Group
3
|
Group
4
|
|
Main Customer Record (Includes Notes & KeyFields)
|
|
V
|
E
|
E/D
|
| |
|
|
|
|
|
Maintenance:
|
|
|
|
|
| |
|
|
|
|
|
Stock
|
|
|
|
E/D
|
|
Machine Registration
|
|
V
|
V
|
E/D
|
|
Customer Groups
|
|
|
|
E/D
|
|
Customer Types
|
|
|
|
E/D
|
|
Customer Areas
|
|
|
|
E/D
|
|
VAT Rates
|
|
|
|
E/D
|
|
Letter Templates
|
|
|
|
E/D
|
|
Envelope Templates
|
|
|
|
E/D
|
|
Label Templates
|
|
|
|
E/D
|
|
Users
|
|
|
|
E/D
|
|
Area Distributors
|
|
|
V
|
E/D
|
|
Dealers
|
|
|
V
|
E/D
|
|
Team Leaders
|
|
|
V
|
E/D
|
|
Tele-Sales Staff
|
|
|
V
|
E/D
|
|
Remove Deleted Records
|
|
|
|
Y
|
| |
|
|
|
|
|
Printing:
|
|
|
|
|
| |
|
|
|
|
|
Customer Reports
|
|
Y*
|
Y*
|
Y*
|
|
Invoices/Process Outstanding Orders
|
|
Y
|
Y
|
Y
|
|
Price List
|
|
Y
|
Y
|
Y
|
|
Total Sales/VAT Report
|
|
|
|
Y
|
|
Outstanding Orders Report
|
|
|
|
Y
|
|
Current Stock Report
|
|
|
|
Y
|
|
Stock Order
|
|
|
|
Y
|
|
Machine Locations Report
|
|
|
|
Y
|
|
Machine Retrievals List
|
|
|
|
Y
|
|
Machine Sales Report
|
|
|
|
Y
|
|
Dealer Sales/Commission Report
|
|
|
|
Y
|
|
Team Leader Commission Report
|
|
|
|
Y
|
|
Tele-Sales Commission Report
|
|
|
|
Y
|
|
Points Percent Report
|
|
|
|
Y
|
|
Gold Card Report
|
|
|
|
Y
|
Key:-
Blank -
Not Available
E -
Edit Capability
D -
Mark For Delete Capability
Y -
Available
Y* -
Multiple Customer Reports Subject To Setting In User Maint
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