This article will explain all the User Permissions attached to the section Account Administration
Account Administration User Permissions
User Permission - System Settings
When enabled this User Permission will allow the user to have access to the System Settings dashboard
User Permission - Accounting Integration
If you want your users to have access to Accounting Integration from the System Settings dashboard, you will need to enable the user permission System Settings and also Accounting Integration
User Permission - User Management
If you want your users to have access to both the Users and User Permission sections from the System Settings dashboard, you will need to enable the user permission System Settings and also User Management
User Permission - Tax Management
If you want your users to have access to Other Tools > Tax Activity & Settings, you will need to enable the user permission - Tax Management
This is the relevant articles on Tax Management:
- USA - Taxation including Reporting / Setup / Changing Tax on Customer Orders
- Canada - Taxation including Reporting / Setup / Changing Tax on Customer Orders
- New Zealand / Australia - Taxation
User Permission - App Settings
If you want your users to have access to Branding management / Business profile / Cash drawers / Settings & controls from the System Settings dashboard, you will need to enable the user permission System Settings and also App Settings
User Permission - Linked fees & forms
If you want your users to have access to Form repository / Linked fee management / Linked form management from the System Settings dashboard, you will need to enable the user permission System Settings and also Linked fee & forms
User Permission - Locations & tags
If you want your users to have access to Product locations and Tag management from the System Settings dashboard, you will need to enable the user permission System Settings and also Locations & tags
User Permission - Make & Model
If you want your users to have access to Make & model from the System Settings dashboard, you will need to enable the user permission System Settings and also Make & model
User Permission - Text templates
If you want your users to have access to Text message templates from the System Settings dashboard, you will need to enable the user permission System Settings and also Text templates
User Permission - Unit pricing & options
If you want your users to have access to Unit pricing and options from the System Settings dashboard, you will need to enable the user permission System Settings and also Unit pricing and options
User Permission - Price Levels
If you want your users to be able to assign Price Levels on Customer records, then they will need to have the assign section enabled
If you want your users to be able to create/modify within System Settings > Settings & Controls, then they will need to have the create / modify section enabled
For further information, please review the following articles:
- How to Create or Amend Price Levels
- Why Create New Price Levels?
- Change Price Level on Customer Record