Access Control defines user rights for system screens and report printing. Each user can have Full Rights, View Only Rights, or No Access. Only a Super User can set up and manage Access Control.

 NOTE: Only a Super User can define Access Control. We recommend assigning more than one Super User during installation. 

Step 1 - Open Access Control

1. From the Company Listing screen, click Access Control.
2. All users appear in the Global Access Control list. If setting up for the first time, see Invite users.

Step 2 - Edit user permissions

1. Double-click a user to open their profile.
2. Review the six tabs:
   • User Info
   • Advanced Page 1
   • Advanced Page 2
   • Advanced Page 3
   • Advanced Page 4
   • Advanced Page 5
3. Grant access for each field:
   • Full Rights
   • View Only Rights
   • No Access Rights
4. To grant full access to all fields, tick Flag all fields as FULL.

 NOTE: Access Control setup can be complex. If you're unsure, book a consultation. Our support desk provides basic guidance only.