AssociatesAssociates\Maintain AssociateMaintain Associate\Security

When an Associate is logged into a system, a set of security options can be set to allow or not allow an Associate access to various areas of the software.  Click on the security tab to have the security options appear:

 

 

You can check mark each option that you want to allow an Associate to work with.  The following is a brief explanation of what each security option affects:

 

v  Order Security

 

Ø  Override Pricing
Determines if the Associate is allowed to override any unit pricing and unit costing on an order line item (See Override the Unit Price)

 

Ø  Override Deposit Requirements
Determines if the Associate is allowed to override the requirement to collect a deposit as well as whether they are allowed to reset the requirement back to the default system setup option.  (See Override/Reset Deposit Requirements and Order Setup)

 

Ø  Work Order Summarizations
Determines whether the associate is allowed to print work order summarizations or all work orders (See Print Work Order Summarization/Work Orders).  Note this option does not affect printing a single work order (See Internal Work Order)

 

Ø  Not Picked Up Customer Letters
Determines whether an associate is allowed to print letters to be mailed to customers letting them know their orders have not been picked up (See Print Orders Not Picked Up Letters)

 

Ø  Cancel Orders
Determines whether an associate is allowed to cancel an order (See Maintain an Order)

 

v  Customer/Vendor Security

 

Ø  Manage Customer Accounts
Determines whether an associate is allowed access to the customer account potion of BizWizard Order Manager™ (See Customer Accounts)

 

Ø  Vendor Management
Determines whether an associate is allowed access to suppliers and vendors portion of BizWizard Order Manager™ (See Supplier Accounts)

 

v  Associate Security

 

Ø  Manage Associates
Determines whether an associate is allowed access to manage associates (See Associates).  This option also controls various other items such as whether an associate is allowed to delete cancelled orders (See Delete Cancelled Orders).  Specifically any function in BizWizard that relates to managing associates and their security is controlled by this option.  This option also controls who can work with unpaid timesheets (See Unpaid Timesheets), payroll reports (See Payroll Report) and reporting of associate sales (See Paid Sales by Associate Report)

 

 

v  BizWizard ShopKart Security

 

Ø  Managed BizWizard ShopKart
Determines whether an associate is allowed access to manage setting and configurations as well as updating and retrieving product date from a BizWizard ShopKart web site account

 

 

v  General System Security

 

Ø  System Setup
Determines whether an associate is allowed access to the system setup options (See System Setup).  This option also controls whether an associate is allowed to manage workstation setup (See Workstation Setup)

 

Ø  Holiday Blackouts
Determines whether an associate is allowed access to configure blackout periods (See Holiday Blackout Periods)

 

Ø  Product Management
Determines whether an associate is allowed to manage products (See Product Management), product kits (See Kit Groupings), volume discounts (See Volume Discount Schedules) and product families (See Product Families)

 

Ø  Marketing Codes
Determines whether an associate is allowed to manage marketing codes (See Marketing Codes)

 

Ø  Coupons and Discounts
Determines whether an associate is allowed to manage coupons and discounts (See Discount Codes)

 

Ø  Country Management
Option Not Implemented

 

Ø  Payment Methods
Determines whether an associate is allowed to manage payment methods (See Payment Methods)

 

Ø  Payment Terms
Determines whether an associate is allowed to manage payment terms (See Payment Terms)

 

Ø  Shipping Methods
Determines whether an associate is allowed to manage shipping methods (See Shipping Methods)

 

Ø  Customer Types
Determines whether an associate is allowed to manage Customer types (See Customer/Order Types)

 

Ø  Clear Record Locks
Has authority to delete  record locks

 

 

v  PCI-DSS Security

 

Ø  View Credit Card Numbers
This option controls whether credit card numbers are masked with an asterisk.  PCI (Payment Card Industry) has a set of rules and guidelines that credit card numbers should only be made available to those on a need to know basis.  Check marking this option will allow the associate to see the full credit card number when looking at credit card payments applied to orders, invoices, or in payment batches.  If this option is unchecked, then the associate will not be able to see the full-credit card number, they will only see the first 4 digits and the last 4 digits  e.g. 4574-****-****-5874. 

Regardless of how this option is set, the associate will be able to post a payment to an order and enter the full credit card number.  However, once entered, the associate will not be able to view the full card number entered if this option is unchecked

 

 

 

 

v  Financial Security

 

Ø  Manage General Ledgers
Determines whether the associate is allowed to manage general ledger settings (See General Ledger Categories)

 

Ø  Manage Accounts Receivable
Determines whether the associate is allowed to manage accounts receivable (See Work with Outstanding Receivable) – NOTE:  This does not affect looking at an individual customers aging (See Customer Aging)

 

Ø  Manage Accounts Payable
Option not Implemented

 

Ø  Change- Invoices
Determines whether an associate is allowed to make changes to invoices (See Customer Invoices)

 

Ø  Post Payments to Invoices
Determines whether an associate is allowed to post payments to invoices (See Work with Invoice Payment Batch)

 

Ø  Daily Receipts
Determines whether the associate is allowed to view the daily receipts report (See Daily Receipts Report)

 

Ø  Register Reconciliation
Determines whether the associate is allowed to view the Register Reconciliation report (See Payment Transaction Report)

 

Ø  Sales Tax Information
Determines whether the associate is allowed to view the sales tax summarization report (See Sales Tax Summarization Report)

 

Ø  Marketing Analysis
Determines whether the associate is allowed to view the marketing analysis report (See Marketing Analysis Report)