Please follow the next steps to configure security levels by user


Step 1

  • Go to "Configuration" / "Security"

Step 2
  • In the "Security configuration" menu click on the spyglass next to the "User field"
  • If you want to modify an existing user click on it
  • If you want to create a new user click on the green "+" sign and enter "Name", "User", "Password" and "Person responsible for project follow-ups" (optional)
  • Save
 
  • Your new user is now created and you can modify it,
  • If you want to give administrative access to a given user click on the check mark "is an Administrator",
  • If you want to give limited access to a given user choose and double-click on it, you will be redirected back to the "Security configuration menu"
  • Back in the "Security configuration" menu, you can specify the menus and sub-menus that will be accessible for this particular user
  • Save in order to apply the changes


NOTE: If you want to give access to POS you need to link the given user to an advisor, otherwise even if the user is administrator, he won't be able to modify/create estimates.