Is there a way to limit what certain staff can do?

Is there a way to limit what certain staff can do in Sales.Live?

Yes, in the Permission section, you have a wide range of options.



    • Related Articles

    • 4. Set Up User Group(s) in Sales.Live

      In Sales.Live, you can control what Users have access to which Applications by using User Groups and Users.  This is done at the Portal Level.  To see how to set this up, CLICK HERE and follow the steps. Need further information?  Send an email ...

    • Is Sales.Live Customisable per site?

      For example, the Customer screen - is it pulling through all the User Defined Fields from the customers tab? The answer is indeed yes. User Defined Fields are pulled through, for Customer and Inventory.

    • 2. Connect Business System to Sales.Live

      Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Sales.Live. This connection is via something we call a Data Connector. This allows the sharing of information between your ...

    • 1. Create Company Portal & User

      If this is your first Application within the Plus.Live portal, we first need to set up a Company Portal and Admin User, within Sales.Live. This is all done in the Plus.Live Portal, or "engine room" (screen dump below) and to get there, follow these ...

    • Preparing a Detailed Sales Order

       Article Summary This article explains how to do a Detailed Sales Order, under the Detailed Entry Menu. The Detailed Entry screen brings the Desktop transaction entry screen "experience" into a Cloud/Web browser interface. Users who need the full ...