Base Access Level

This is the default access that the account has to the system. The possible access levels are:

• None No access at all.

• List Access is provided to lists for selection on documents only.

• Read Read only access. Edit, Add and Delete not normally allowed.

• Edit Provides both Read and Edit access but not Delete or Add access.

• Add Allows Read, Edit and Add access but not Delete access.

• Delete Access to all facilities except those requiring Manager access.

• Manager Provides complete access to all user facilities.

As you can see the access levels are cumulative, each level including the capabilities of the ones before it. The obvious application for these access levels is when trying to carry out the functions they represent. For example to add a customer to the customer file the user must have Add access or higher for the customer menu option. The other major application of security access is in the visibility of the system. For example users who have an access level of None for the Debtors Menu options will not have a Debtors menu presented to them. In fact unless they see it on a computer using some other account they may never know that a Debtors menu exists.

Note that only edit access is required to Add and Delete lines on a document. Invoices and Cash Sales are exceptions to the rule in that they only require Read access to function. Most other document and maintenance screens will require Edit access to manipulate data, Add access to create new entries and Delete access to remove entries where possible.