...
5. Type the letter (N) to quickly search for the NAM package. 6. Scroll down and locate Locate Setup Information options.7. Individually set Name Id Types and Name Id Codes to security level 2 or higherand set the following options to appropriate security levels:
Name Id Types (Set security to 2 or higher).
Name Id Codes (Set security to 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 level2 OR HIGHER |
NAM | SETUP INFORMATION | NAME ID CODES | 2 OR HIGHER |
Setting up Bookings & Quotes:
1. Type the letter (R) to quickly search for the ACR package. 2. Locate General Options and set the following options to appropriate security levels:
Import Sales Booking
...
(Set security level
...
to 3 or higher
...
)
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 SALES BOOKINGSWill vary depending on selected security level | 3 OR HIGHER |
Setting up Prepays:
1. Stay on the ACR package. 2. Locate Locate General Options and set the following options to appropriate security levels:
Import Payments
...
(Set security level
...
to 3 or higher
...
)
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 |
...
3 OR HIGHER |
...
6. After you are done setting up, click Back.
97. Select Option 11 - Save/Exit.
108. For changes to take effect on the mobile app, log out and log back in.
...