When you add a new salesperson the following AGRIS Security must be configured.
Step-by-step guide:
1. Open AGRIS
2. Go to: Customize > System Security.
3. Select the user(s).
4. Select Option 4 - Edit Security Levels.
5. Type the letter (N) to quickly search for the NAM package.
6. Scroll down and locate Setup Information options.
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:
1. Type the letter (R) to quickly search for the ACR package.
2. Locate General Options and set Import Sales Booking to the security level of 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 BOOKINGS | Will vary depending on selected security level |
Setting up Prepays:
1. Stay on the ACR package.
2. Locate General Options and set Import Payments to the security level of 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 |
8. After you are done setting up, click Back.
9. Select Option 11 - Save/Exit.
10. For changes to take effect on the mobile app, log out and log back in.
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