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7. Individually set Name Id Types and Name Id Codes to security level 2 or higher.
Should look like this after setup | |||
|---|---|---|---|
Pkg | Major Option | Minor Option | User Level |
NAM | SETUP INFORMATION | NAME ID TYPES | Will vary depending on selected security level |
NAM | SETUP INFORMATION | NAME ID CODES | |
Setting up Bookings & Quotes:
...
Note: If you don't want to let a certain user(s) use this option set security levels to 2 or lower.
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Should look like this after setup | |||
|---|---|---|---|
Pkg | Major Option | Minor Option | User Level |
ACR | GENERAL OPTIONS | IMPORT SALES BOOKINGS | Will vary depending on selected security level |
Setting up Prepays:
1. Stay on the ACR package.
...
Note: If you don't want to let a certain user(s) use this option set security levels to 2 or lower.
...
Should look like this after setup | |||
|---|---|---|---|
Pkg | Major Option | Minor Option | User Level |
ACR | GENERAL OPTIONS | IMPORT PAYMENTS | Will vary depending on selected security level |
8. After you are done setting up, click Back.
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