Security

Security facilities within the software (which are very easy to set up) allow appropriate levels of access to be assigned to respective people.  Appropriate levels of access facilitate efficient everyday administration and decision making, while at the same time tending to protect the integrity of the data.

For instance:

Basic users might be given read-only access to client information (so that they can obtain telephone numbers, street addresses, etc.), and the ability to access and update items in their own To-Do List.

Managers might be permitted to update details of relevant clients that they manage (and passively view all others), and drill down to (ie view read-only) all the associated quotations, invoices, debtor balance and history, and WorkFlow notes for the clients they manage.  They may also be allowed to preview and print relevant management reports, and create edit and print invoices for their clients.

Accounts personnel may be given full access to the Accounts Receivable and Payable modules and the General Ledger.  The Office Manager and probably one or two key directors or other staff (for safety in case something unfortunate happens to him/her) would be given full supervisor privileges, permitting them to access special administrative functions that are denied to everyone else.

---

|  Address Book  |  Workflow  |  Sales Admin |  Accounts Modules  |  Transfer Facility  |  Security  |  Price List  |  Home  |