Users are discrete identities authorized to log into a business hosted in either the server or cloud editions of Manager. Users can represent:
- Individual persons
- Departments (such as marketing or production planning)
- Locations (such as a branch office)
They are granted permissions by an administrator consistent with their assigned duties.
Examples
- Accounting personnel might have full access to all tabs and functions.
- Sales staff might only be able to create customers and generate sales quotes.
- A production manager might be able only to view inventory status and create production orders.
- Only partners might be able to view Capital Accounts.
- Human resources personnel might be given access only to Employees.
Note
Users can be defined in the desktop edition of Manager. But since no login function exists, they are meaningless. However, a data file containing users can be opened from server or cloud editions; users and permissions defined in the desktop edition will be functional in those multi-user editions.
###Set up an administrator
Administrators have full access to everything. They can create new businesses, new users, and set permissions for existing users. To set up a new administrator, go to Settings and click Users:
=>
Click New User. Enter the administrator’s Name
, Email address
, and Password
. Select Full access in the dropdown box for User Permissions
.
Click Create.
###Set up limited access users
Limited access users have limited authority within a single business. You can control not only what they can see, but also what they can do, in great detail. Typically, you should create most new users as limited access users. When creating a limited access user, select Limited access in the User Permissions
field:
A Permitted Actions
dropdown box will appear, offering a range of choices. Below the Permitted Actions
field, tabs enabled for the business will be listed. Check boxes to assign permissions:
If the Reports tab is checked, a list of reports for active tabs will show. Check reports you want the user to see:
If Settings is checked, a list of reports applicable to enabled tabs will appear. Choose those the user should be able to modify:
Click Create. When the user logs in, she or he will only see tabs for which permission has been granted:
Note
If you have multiple businesses, access control and user permissions must be set for each business. Users created in one business will have no access to other businesses unless you create them separately and grant access and permissions.