Saw our Primer witthe a release of a new feature? But not seeing that feature activated for you or your staff? This might be the best first place to check out to see if it’s enabled! Each Staff member has their own checklist to grant access to tools/features, and even another menu “ admin”
Admin Permissions
| Permission |
Related Rundocs |
| Access admin to manage pricing tiers, financing terms, financing rates, product categories, and other company-level settings |
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| Edit staff member permissions |
Setting up Staff, Granting Access, and Keys |
| Access accounting to manage the chart of accounts and bank accounts |
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| Create, edit, and delete tags |
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| Change tax rate at time of sale |
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Blocks Permissions
| Permission |
Related Rundocs |
| Edit customer payment and checkout information, like pricing tiers, tax exemptions, and signature requirements |
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| Edit customer financing information, like financing terms and credit limits |
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| Add and update products |
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| View and update product prices and costs |
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| Adjust stock levels and inventory settings |
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| Create, edit, and manage vendors |
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| Create, edit, and manage custom prices |
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| Deactivate customers |
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| See and edit internal notes on customers |
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| Manage job accounts |
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Customer Management Permissions
| Permission |
Related Rundocs |
| Assign and change the sales representative for a customer |
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Inventory Permissions
| Permission |
Related Rundocs |
| Create and accept inventory counts |
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| Submit orders to vendors |
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| Receive orders from vendors |
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| Voucher invoices and mark invoices as paid |
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Point of Sale Permissions
| Permission |
Related Rundocs |
| Accept and edit unlinked returns |
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| Accept and edit returns |
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| Edit product prices and costs at the time of sale and return |
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| Change the date on unpaid charge account sales |
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| Accept payments on account |
to-do |
| Refund payments on account |
to-do |
| Write off account balances |
@write o |
| Manage monthly statement run |
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| Manage the cash drawer |
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| Void and edit completed sales |
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Reporting Permissions
| Permission |
Related Rundocs |
| View analytics on web and mobile |
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| Download reporting data |
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Rundoc: Staff Permissions and Access
This Rundoc outlines the permissions for staff members within the system. It highlights the functionality granted by each permission, including access to tools and features that may not be immediately apparent.
Recommended Rundocs
Setting up Staff, Granting Access, and Keys