Setup: Roles and Permissions in Sales.Live
Article Summary
This article explains how to set up Sales.Live User Roles and how to set Permissions on Roles.
Important:
- To set up User Roles and Permissions you must be an Administrator;
- Users are added to a Role, so that they inherit the Permission of that Role. This limits what they can do and see within Sales.Live.
Creating a New Role
To create a New Role, select the Roles / Permissions Menu:
This takes you to the Role screen. From here, Select Add Role in the top right hand corner.
Enter a name for your Role, and ensure that the Role is Active.
If you want the Role to have Administrator Access (which means anyone in this group will have full access) select the Admin Tick.
Otherwise work your way through each area selecting what the Role has access to.
If you want the Role to have Administrator Access (which means anyone in this group will have full access) select the Admin Tick.
Otherwise work your way through each area selecting what the Role has access to.
Access means any Users in the Role will be able to access the selected area of Sales.Live;
Add means any Users in the Role will be able to Add Records in the selected area of Sales.Live;
Edit means any Users in the Role will be able to Add Records in the selected area of Sales.Live;
Delete means any Users in the Role will be able to Add Records in the selected area of Sales.Live.
Important:
Remember that when in Connected Mode, much of the information comes from the Business System, and you cannot Add, Edit or Delete Records.
Once you have selected your Permissions, click Save. It's now time to Add Users to this Role.
Adding Users to a Role
To Add a User to a Role, select Users from the Sales.Live Menu.
Select the User that you want to Add to a Role by clicking the Edit Role / Settings button.
Under the Roles section, double click the Role you want the User to be in. It will move to the Right Hand Side, Select Roles.
Once complete, click Save Settings.
Related Articles
3. Users, Groups, Roles & Permissions
In Sales.Live, Users and User Groups are set up within the Plus.Live portal. We've created a useful table (quick screen shot, below) to explain this. CLICK HERE to see the table within another article. Roles and Permissions are explained in the ...Setup: General App Settings
There are some general App Settings under Admin/Setup/General you should be aware of: Let's look at the options below, allowing you to modify the way the Application behaves. DIsplay Currency Your default currency will have been set by your ...Can I restrict a Sales.Live User from seeing specific information about Customers and Products?
Yes, yes, yes! These are controlled in Roles, described in PermissionsSetup. You can control whether a user has access and whether (in stand-alone mode) they can add, edit or delete records. There are separate controls for access to costs and prices. ...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. More about Permissions here: https://support.plussoftsolutions.com/portal/en/kb/articles/user-roles-and-permissions-in-sales-liveSetup: Tax Codes
Tax Codes setup is found under Amin/Setup/General In Sales.Live, you can add as many Tax Codes as you require, under the Tax Codes setup. Note: In Connected Mode Tax Codes will come from your Business System that you are connected to. If not in ...